N.E.W. Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History
N.E.W. Advisory Services LLC
- $1.02 Billion
- Q2 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 $29,503. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,017
Previous 1,017
-0.0%
Holding current value
$29,503
Previous $27,000
3.7%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$957 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$469 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$348 Million0.63% of portfolio