Atlantic Edge Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Atlantic Edge Private Wealth Management, LLC
- $389 Billion
- Q3 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,050 shares of SCHX stock, worth $27,468. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,050
Previous 1,050
-0.0%
Holding current value
$27,468
Previous $25.7 Million
7.77%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,572Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio