N.E.W. Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History
N.E.W. Advisory Services LLC
- $1.03 Billion
- Q4 2024
A detailed history of N.E.W. Advisory Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 221,370 shares of SCHG stock, worth $6.4 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
221,370Holding current value
$6.4 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,352Shares Held
1.82BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$45.2 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$325 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$316 Million0.38% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$282 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio