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

Jan 17, 2025

BUY
$25.79 - $80.4 $136,996 - $427,084
5,312 Added 187.84%
8,140 $213 Million
Q3 2024

Oct 18, 2024

BUY
$73.43 - $80.37 $2,570 - $2,812
35 Added 1.25%
2,828 $227 Million
Q2 2024

Aug 27, 2024

BUY
$71.74 - $75.86 $200,369 - $211,876
2,793 New
2,793 $207 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track New Century Financial Group, LLC Portfolio

Follow New Century Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Century Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Century Financial Group, LLC with notifications on news.