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 15,665 shares of SCHX stock, worth $365,934. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,665

Previous 15,653 0.08%

Holding current value

$365,934

Previous $362,000 4.7%

% of portfolio

0.03%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$21.75 - $24.28 $261 - $291	12 Added 0.08%	15,665 $345,000
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

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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