Northeast Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Northeast Financial Group, Inc.
- $273 Billion
- Q4 2024
A detailed history of Northeast Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northeast Financial Group, Inc. holds 178,639 shares of SCHV stock, worth $4.84 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
178,639
Previous 52,198
242.23%
Holding current value
$4.84 Million
Previous $4.2 Billion
11.01%
% of portfolio
1.71%
Previous 1.56%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
848Shares Held
167MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$867 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