New Edge Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, New Edge Advisors, LLC holds 10,040 shares of SCHI stock, worth $231,321. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,040
Previous 5,936 69.14%
Holding current value
$231,321
Previous $133,000 71.43%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$21.85 - $22.76 $89,672 - $93,407
4,104 Added 69.14%
10,040 $228,000
Q1 2025

May 15, 2025
SELL
$21.77 - $22.56 $696 - $721
-32 Reduced 0.54%
5,936 $133,000
Q4 2024

Feb 13, 2025
BUY
$22.02 - $46.16 $75,352 - $157,959
3,422 Added 134.41%
5,968 $131,000
Q3 2024

Nov 14, 2024
SELL
$43.73 - $46.29 $349 - $370
-8 Reduced 0.31%
2,546 $117,000
Q2 2024

Aug 15, 2024
BUY
$43.11 - $44.42 $110,102 - $113,448
2,554 New
2,554 $112,000
Q3 2023

Nov 14, 2023
BUY
$42.12 - $44.19 $2,527 - $2,651
60 New
60 $2,000
Q4 2022

Feb 14, 2023
BUY
$40.96 - $44.32 $12,124 - $13,118
296 New
296 $12,000

Others Institutions Holding SCHI

# of Institutions
246
Shares Held
50.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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