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 15,653 shares of SCHX stock, worth $371,758. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,653
Previous 5,214 200.21%
Holding current value
$371,758
Previous $353,000 2.55%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$22.4 - $68.28 $233,833 - $712,774
10,439 Added 200.21%
15,653 $362,000
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
1,465
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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