New Square Capital LLC Schwab Strategic Tr Us Large C Transaction History
New Square Capital LLC
- $1.23 Billion
- Q3 2024
A detailed history of New Square Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New Square Capital LLC holds 5 shares of SCHV stock, worth $135. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 4
25.0%
Holding current value
$135
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
846Shares Held
171MCall 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$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio