Nbz Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Nbz Investment Advisors LLC

$176 Billion
Q2 2025

A detailed history of Nbz Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nbz Investment Advisors LLC holds 58,183 shares of SCHM stock, worth $1.66 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

58,183

Previous 60,331 3.56%

Holding current value

$1.66 Million

Previous $1.58 Billion 3.25%

% of portfolio

0.93%

Previous 0.91%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$22.92 - $28.05 $49,232 - $60,251	-2,148 Reduced 3.56%	58,183 $1.63 Billion
Q1 2025 May 09, 2025	SELL	$25.58 - $29.24 $36,579 - $41,813	-1,430 Reduced 2.32%	60,331 $1.58 Billion
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $1.7 Million - $5.13 Million	61,761 New	61,761 $1.71 Billion

Others Institutions Holding SCHM

# of Institutions

1,022

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Nbz Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History