N.E.W. Advisory Services LLC Schwab Strategic U.S. Mid Cap Transaction History
N.E.W. Advisory Services LLC
- $1.25 Billion
- Q1 2025
A detailed history of N.E.W. Advisory Services LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 7,279 shares of SCHM stock, worth $196,896. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,279Holding current value
$196,896% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.59 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$782 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$272 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$240 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$222 Million0.18% of portfolio