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 $1.63 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
55,247
Previous 1,995
2669.27%
Holding current value
$1.63 Million
Previous $55,000
2876.36%
% of portfolio
0.15%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$318 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio