Nbz Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Nbz Investment Advisors LLC

  • $174 Billion
  • Q1 2025

A detailed history of Nbz Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nbz Investment Advisors LLC holds 60,331 shares of SCHM stock, worth $1.74 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
60,331
Previous 61,761 2.32%
Holding current value
$1.74 Million
Previous $1.71 Billion 7.64%
% of portfolio
0.91%
Previous 0.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$25.58 - $29.24 $36,579 - $41,813
-1,430 Reduced 2.32%
60,331 $1.58 Billion
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $1.7 Million - $5.13 Million
61,761 New
61,761 $1.71 Billion

Others Institutions Holding SCHM

# of Institutions
1,023
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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