N.E.W. Advisory Services LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 107,397 shares of SCHG stock, worth $3.46 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

107,397

Previous 58,177 84.6%

Holding current value

$3.46 Million

Previous $1.7 Million 101.71%

% of portfolio

0.31%

Previous 0.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$28.92 - $32.19 $1.42 Million - $1.58 Million	49,220 Added 84.6%	107,397 $3.43 Million
Q2 2025 Aug 18, 2025	SELL	$22.27 - $29.21 $9.11 Million - $11.9 Million	-408,923 Reduced 87.55%	58,177 $1.7 Million
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

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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