North Star Asset Management LLC /Nj/ Schwab Strategic Tr Us Large C Transaction History
North Star Asset Management LLC /Nj/
- $132 Billion
- Q1 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 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
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.4 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$338 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio