New Century Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
New Century Financial Group, LLC
- $273 Billion
- Q3 2024
A detailed history of New Century Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New Century Financial Group, LLC holds 8,674 shares of SCHG stock, worth $235,759. This represents 0.33% of its overall portfolio holdings.
Number of Shares
8,674
Previous 7,387
17.42%
Holding current value
$235,759
Previous $745 Million
21.29%
% of portfolio
0.33%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$271 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio