A detailed history of Nbc Securities, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nbc Securities, Inc. holds 1,088 shares of SCHM stock, worth $30,844. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,088
Previous 753 44.49%
Holding current value
$30,844
Previous $19,000 57.89%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025

BUY
$22.92 - $28.05 $7,678 - $9,396
335 Added 44.49%
1,088 $30,000
Q1 2025

Apr 09, 2025

BUY
$25.58 - $29.24 $19,261 - $22,017
753 New
753 $19,000
Q4 2023

Feb 07, 2024

SELL
$63.01 - $75.95 $18,650 - $22,481
-296 Reduced 54.11%
251 $18,000
Q3 2023

Nov 03, 2023

BUY
$66.75 - $73.98 $36,512 - $40,467
547 New
547 $37,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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