Northeast Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Northeast Financial Group, Inc.

$402 Billion
Q3 2025

A detailed history of Northeast Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northeast Financial Group, Inc. holds 590,599 shares of SCHV stock, worth $17.1 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares

590,599

Previous 275,495 114.38%

Holding current value

$17.1 Million

Previous $7.62 Billion 125.55%

% of portfolio

4.28%

Previous 2.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$27.61 - $29.15 $8.7 Million - $9.19 Million	315,104 Added 114.38%	590,599 $17.2 Billion
Q2 2025 Jul 18, 2025	BUY	$23.55 - $27.67 $1.61 Million - $1.89 Million	68,303 Added 32.97%	275,495 $7.62 Billion
Q1 2025 May 12, 2025	BUY	$25.77 - $27.6 $735,810 - $788,062	28,553 Added 15.98%	207,192 $5.51 Billion
Q4 2024 Jan 23, 2025	BUY	$25.79 - $80.4 $3.26 Million - $10.2 Million	126,441 Added 242.23%	178,639 $4.66 Billion
Q3 2024 Nov 06, 2024	BUY	$73.43 - $80.37 $3.83 Million - $4.2 Million	52,198 New	52,198 $4.2 Billion

Others Institutions Holding SCHV

# of Institutions

974

Shares Held

358M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Northeast Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History