North Star Asset Management LLC /Nj/ Schwab Strategic Tr Us Large C Transaction History
North Star Asset Management LLC /Nj/
- $157 Billion
- Q4 2024
A detailed history of North Star Asset Management LLC /Nj/ transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, North Star Asset Management LLC /Nj/ holds 26,521 shares of SCHV stock, worth $718,984. This represents 0.44% of its overall portfolio holdings.
Number of Shares
26,521
Previous 8,807
201.14%
Holding current value
$718,984
Previous $708 Million
2.32%
% of portfolio
0.44%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
849Shares Held
179MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio