Atlantic Edge Private Wealth Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 2011145
JACKSONVILLE, FL
Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$18,454
-$342 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,167
of 2,304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $815,117 across 6 Capital Markets names. SCHW ranks #5 (2.3% of the industry book) .
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,454 | 200 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $18,796 | 200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $19,982 | 200 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $19,094 | 200 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $18,248 | 200 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,656 | 200 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,802 | 200 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $17,952 | 277 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $20,412 | 277 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $20,038 | 277 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $19,057 | 277 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||