New Edge Advisors, LLC Schwab Strategic Tr Long Term Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, New Edge Advisors, LLC holds 143,422 shares of SCHQ stock, worth $4.65 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
143,422
Previous 73,238
95.83%
Holding current value
$4.65 Million
Previous $2.57 Million
88.28%
% of portfolio
0.04%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHQ
# of Institutions
90Shares Held
13MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.53MShares$82 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.35MShares$76.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.66MShares$53.7 Million0.02% of portfolio
-
Sfmg, LLC642KShares$20.8 Million1.88% of portfolio
-
Northwest Capital Management Inc499KShares$16.2 Million5.51% of portfolio