North Star Asset Management Inc Schwab Strategic Tr Us Large C Transaction History
North Star Asset Management Inc
- $2.02 Billion
- Q2 2024
A detailed history of North Star Asset Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, North Star Asset Management Inc holds 39,197 shares of SCHV stock, worth $3.14 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
39,197
Previous 39,223
0.07%
Holding current value
$3.14 Million
Previous $2.98 Million
2.58%
% of portfolio
0.14%
Previous 0.15%
Shares
30 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.49 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$921 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$891 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$357 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$322 Million0.11% of portfolio