North Star Asset Management LLC /Nj/ Schwab Strategic Tr Us Large C Transaction History

North Star Asset Management LLC /Nj/

  • $144 Billion
  • Q2 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 8,727 shares of SCHV stock, worth $233,185. This represents 0.45% of its overall portfolio holdings.

Number of Shares
8,727
Previous 8,616 1.29%
Holding current value
$233,185
Previous $655 Million 1.24%
% of portfolio
0.45%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$71.74 - $75.86 $7,963 - $8,420
111 Added 1.29%
8,727 $646 Million
Q1 2024

May 03, 2024
BUY
$68.82 - $75.98 $21,127 - $23,325
307 Added 3.69%
8,616 $655 Million
Q4 2023

Feb 12, 2024
BUY
$61.16 - $70.24 $508,178 - $583,624
8,309 New
8,309 $582 Million

Others Institutions Holding SCHV

# of Institutions
813
Shares Held
106M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track North Star Asset Management LLC /Nj/ Portfolio

Follow North Star Asset Management LLC /Nj/ and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of North Star Asset Management LLC /Nj/, based on Form 13F filings with the SEC.

News

Stay updated on North Star Asset Management LLC /Nj/ with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email