New Edge Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
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 2,546 shares of SCHI stock, worth $56,572. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,546
Previous 2,554
0.31%
Holding current value
$56,572
Previous $112,000
4.46%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHI
# of Institutions
207Shares Held
22.7MCall Options Held
0Put Options Held
0-
Campbell Wealth Management5.68MShares$126 Million11.29% of portfolio
-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.5 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$83 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio
-
San Luis Wealth Advisors LLC San Luis Obispo, CA1.04MShares$23.2 Million4.36% of portfolio