North Star Asset Management LLC /Nj/ Schwab Strategic Tr Us Large C Transaction History
North Star Asset Management LLC /Nj/
- $144 Billion
- Q2 2024
A detailed history of North Star Asset Management LLC /Nj/ transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, North Star Asset Management LLC /Nj/ holds 7,206 shares of SCHG stock, worth $709,358. This represents 0.5% of its overall portfolio holdings.
Number of Shares
7,206
Previous 7,245
0.54%
Holding current value
$709,358
Previous $672 Million
8.17%
% of portfolio
0.5%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio