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 1,017 shares of SCHV stock, worth $26,228. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,017Holding current value
$26,228% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
909Shares Held
331MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
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Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$261 Million0.66% of portfolio