Novem Group Schwab Strategic Tr Us Large C Transaction History

Novem Group

$686 Billion
Q4 2024

A detailed history of Novem Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Novem Group holds 1,145,050 shares of SCHG stock, worth $33.1 Million. This represents 4.65% of its overall portfolio holdings.

Number of Shares

1,145,050

Holding current value

$33.1 Million

% of portfolio

4.65%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $29.7 Million - $121 Million	1,145,050 New	1,145,050 $31.9 Billion

Others Institutions Holding SCHG

# of Institutions

1,451

Shares Held

2.25B

Call Options Held

296K

Put Options Held

153K

Koshinski Asset Management, Inc.

1.56B
Shares

$45.3 Billion
97.59% of portfolio
Envestnet Asset Management Inc

42.5M
Shares

$1.23 Billion
0.39% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39.8M
Shares

$1.15 Billion
2.34% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.13 Billion
14.24% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$1.1 Billion
1.41% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
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