New Edge Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 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 $43,943. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,520
Previous 1,520
-0.0%
Holding current value
$43,943
Previous $79,000
6.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$827 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$104 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$60.6 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.8 Million6.53% of portfolio