N.E.W. Advisory Services LLC Schwab Strategic U.S. Mid Cap Transaction History

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 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 55,247 shares of SCHM stock, worth $1.61 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

55,247

Previous 1,995 2669.27%

Holding current value

$1.61 Million

Previous $55,000 2876.36%

% of portfolio

0.15%

Previous 0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$28.15 - $30.13 $1.5 Million - $1.6 Million	53,252 Added 2669.27%	55,247 $1.64 Million
Q2 2025 Aug 18, 2025	SELL	$22.92 - $28.05 $121,109 - $148,216	-5,284 Reduced 72.59%	1,995 $55,000
Q1 2025 May 07, 2025	BUY	$25.58 - $29.24 $186,196 - $212,837	7,279 New	7,279 $190,000

Others Institutions Holding SCHM

# of Institutions

1,060

Shares Held

281M

Call Options Held

8.7K

Put Options Held

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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N.E.W. Advisory Services LLC Schwab Strategic U.S. Mid Cap Transaction History