New Edge Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 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 1,520 shares of SCHK stock, worth $81,107. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,520
Previous 1,419
7.12%
Holding current value
$81,107
Previous $65,000
18.46%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
158Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.3 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$197 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$100 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$66.5 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.7 Million6.56% of portfolio