Nbc Securities, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Nbc Securities, Inc.
- $1.23 Billion
- Q2 2025
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
Others Institutions Holding SCHM
# of Institutions
1,032Shares Held
283MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.71 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$300 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$291 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$268 Million3.22% of portfolio