N.E.W. Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History

N.E.W. Advisory Services LLC

  • $1.25 Billion
  • Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 467,100 shares of SCHG stock, worth $14.1 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
467,100
Previous 221,370 111.0%
Holding current value
$14.1 Million
Previous $6.17 Million 89.59%
% of portfolio
0.93%
Previous 0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$24.91 - $29.02 $6.12 Million - $7.13 Million
245,730 Added 111.0%
467,100 $11.7 Million
Q4 2024

Jan 23, 2025
BUY
$25.93 - $105.3 $5.74 Million - $23.3 Million
221,370 New
221,370 $6.17 Million

Others Institutions Holding SCHG

# of Institutions
1,556
Shares Held
759M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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

Track N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services LLC 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 N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email