North Star Asset Management LLC /Nj/ Schwab Strategic Tr Us Large C Transaction History
North Star Asset Management LLC /Nj/
- $150 Billion
- Q3 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 8,807 shares of SCHV stock, worth $239,814. This represents 0.47% of its overall portfolio holdings.
Number of Shares
8,807
Previous 8,727
0.92%
Holding current value
$239,814
Previous $646 Million
9.49%
% of portfolio
0.47%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
831Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$530 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$330 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$293 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio