New Century Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
New Century Financial Group, LLC
- $235 Billion
- Q4 2024
A detailed history of New Century Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New Century Financial Group, LLC holds 8,140 shares of SCHV stock, worth $220,675. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,140
Previous 2,828
187.84%
Holding current value
$220,675
Previous $227 Million
6.2%
% of portfolio
0.09%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
847Shares Held
173MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio