N.E.W. Advisory Services LLC Schwab Strategic Tr Us Small C Transaction History
N.E.W. Advisory Services LLC
- $1.11 Billion
- Q3 2025
A detailed history of N.E.W. Advisory Services LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 3,000 shares of SCHA stock, worth $83,220. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,000
Previous 3,000
-0.0%
Holding current value
$83,220
Previous $75,000
10.67%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,299Shares Held
258MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$928 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$528 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$429 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$292 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$152 Million0.28% of portfolio