Atlantic Edge Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $323 Billion
  • Q4 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 393 shares of SCHM stock, worth $11,381. This represents 0.0% of its overall portfolio holdings.

Number of Shares
393
Previous 131 200.0%
Holding current value
$11,381
Previous $10.9 Million 0.06%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $7,215 - $21,756
262 Added 200.0%
393 $10.9 Million
Q4 2023

Feb 08, 2024
BUY
$63.01 - $75.95 $8,254 - $9,949
131 New
131 $9.87 Million

Others Institutions Holding SCHM

# of Institutions
1,005
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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