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

N.E.W. Advisory Services LLC

  • $1.01 Billion
  • Q3 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 5,214 shares of SCHX stock, worth $122,007. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,214
Previous 5,205 0.17%
Holding current value
$122,007
Previous $334,000 5.69%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$61.11 - $67.85 $549 - $610
9 Added 0.17%
5,214 $353,000
Q2 2024

Aug 02, 2024
BUY
$58.7 - $64.78 $305,533 - $337,179
5,205 New
5,205 $334,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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