New Edge Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New Edge Advisors, LLC holds 98,409 shares of SCHV stock, worth $2.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

98,409

Previous 92,533 6.35%

Holding current value

$2.8 Million

Previous $2.46 Million 10.7%

% of portfolio

0.01%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$23.55 - $27.67 $138,379 - $162,588	5,876 Added 6.35%	98,409 $2.72 Million
Q1 2025 May 15, 2025	BUY	$25.77 - $27.6 $214,973 - $230,239	8,342 Added 9.91%	92,533 $2.46 Million
Q4 2024 Feb 13, 2025	BUY	$25.79 - $80.4 $1.5 Million - $4.67 Million	58,092 Added 222.58%	84,191 $2.19 Million
Q3 2024 Nov 14, 2024	BUY	$73.43 - $80.37 $999,088 - $1.09 Million	13,606 Added 108.91%	26,099 $2.1 Million
Q2 2024 Aug 15, 2024	BUY	$71.74 - $75.86 $97,279 - $102,866	1,356 Added 12.18%	12,493 $925,000
Q1 2024 May 14, 2024	BUY	$68.82 - $75.98 $135,162 - $149,224	1,964 Added 21.41%	11,137 $846,000
Q4 2023 Feb 13, 2024	BUY	$61.16 - $70.24 $321,273 - $368,970	5,253 Added 134.01%	9,173 $643,000
Q3 2023 Nov 14, 2023	BUY	$64.45 - $69.39 $204,113 - $219,758	3,167 Added 420.58%	3,920 $252,000
Q2 2023 Aug 14, 2023	SELL	$63.33 - $67.21 $450,402 - $477,997	-7,112 Reduced 90.43%	753 $50,000
Q1 2023 May 12, 2023	SELL	$62.59 - $69.3 $515,178 - $570,408	-8,231 Reduced 51.14%	7,865 $515,000
Q4 2022 Feb 14, 2023	BUY	$59.13 - $69.24 $951,756 - $1.11 Million	16,096 New	16,096 $1.06 Million
Q1 2022 May 13, 2022	SELL	$67.71 - $74.19 $446,885 - $489,654	-6,600 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$67.9 - $73.3 $202,274 - $218,360	2,979 Added 82.27%	6,600 $483,000
Q3 2021 Oct 29, 2021	BUY	$66.91 - $71.05 $3,345 - $3,552	50 Added 1.4%	3,621 $244,000
Q2 2021 Jul 22, 2021	BUY	$65.81 - $69.75 $131 - $139	2 Added 0.06%	3,571 $244,000
Q1 2021 Apr 26, 2021	BUY	$58.71 - $65.66 $3,581 - $4,005	61 Added 1.74%	3,569 $233,000
Q4 2020 Jan 27, 2021	BUY	$50.83 - $59.53 $178,311 - $208,831	3,508 New	3,508 $209,000
Q1 2020 May 04, 2020	SELL	$38.4 - $61.03 $128,025 - $203,474	-3,334 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$54.73 - $60.25 $182,469 - $200,873	3,334 New	3,334 $200,000

Others Institutions Holding SCHV

# of Institutions

963

Shares Held

341M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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New Edge Advisors, LLC Schwab Strategic Tr Us Large C Transaction History