New Edge Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, New Edge Wealth, LLC holds 14,136 shares of SCHM stock, worth $416,587. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,136
Previous 14,481 2.38%
Holding current value
$416,587
Previous $406,000 2.96%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$28.15 - $30.13 $9,711 - $10,394
-345 Reduced 2.38%
14,136 $418,000
Q2 2025

Aug 11, 2025
BUY
$22.92 - $28.05 $331,904 - $406,192
14,481 New
14,481 $406,000

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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