New Edge Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, New Edge Advisors, LLC holds 2,947 shares of SCHK stock, worth $87,319. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,947
Previous 1,520 93.88%
Holding current value
$87,319
Previous $84,000 1.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
BUY
$27.45 - $55.56 $39,171 - $79,284
1,427 Added 93.88%
2,947 $83,000
Q1 2024

May 14, 2024
BUY
$45.19 - $50.67 $4,564 - $5,117
101 Added 7.12%
1,520 $77,000
Q4 2023

Feb 13, 2024
SELL
$39.52 - $46.21 $118 - $138
-3 Reduced 0.21%
1,419 $65,000
Q3 2023

Nov 14, 2023
BUY
$41.08 - $44.27 $41 - $44
1 Added 0.07%
1,422 $58,000
Q2 2023

Aug 14, 2023
BUY
$38.96 - $42.79 $1,986 - $2,182
51 Added 3.72%
1,421 $60,000
Q4 2022

Feb 14, 2023
BUY
$34.56 - $39.43 $47,347 - $54,019
1,370 New
1,370 $50,000

Others Institutions Holding SCHK

# of Institutions
200
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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