N.E.W. Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History
N.E.W. Advisory Services LLC
- $1.03 Billion
- Q4 2024
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 221,370 shares of SCHG stock, worth $6.33 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
221,370Holding current value
$6.33 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,384Shares Held
1.92BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.7 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$322 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$313 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$273 Million1.33% of portfolio