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 8,616 shares of SCHV stock, worth $637,239. This represents 0.5% of its overall portfolio holdings.

Number of Shares
8,616
Previous 8,309 3.69%
Holding current value
$637,239
Previous $582 Million 12.39%
% of portfolio
0.5%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$68.82 - $75.98 $21,127 - $23,325
307 Added 3.69%
8,616 $655 Million
Q4 2023

Feb 12, 2024

BUY
$61.16 - $70.24 $508,178 - $583,624
8,309 New
8,309 $582 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 North Star Asset Management LLC /Nj/ Portfolio

Follow North Star Asset Management LLC /Nj/ 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 North Star Asset Management LLC /Nj/, based on Form 13F filings with the SEC.

News

Stay updated on North Star Asset Management LLC /Nj/ with notifications on news.