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 $5.54 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
221,370Holding current value
$5.54 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,479Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.1 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.06 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$996 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$981 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$955 Million1.41% of portfolio