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 $56,190. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,546
Previous 2,554 0.31%
Holding current value
$56,190
Previous $112,000 4.46%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR 5 -10 YR C


  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.