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 $82,290. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,000
Previous 3,000
-0.0%
Holding current value
$82,290
Previous $75,000
10.67%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,324Shares Held
261MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio