Nwf Advisory Services Inc. Schwab Strategic Tr Us Broad M Transaction History
Nwf Advisory Services Inc.
- $839 Billion
- Q2 2025
A detailed history of Nwf Advisory Services Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Nwf Advisory Services Inc. holds 84,711 shares of SCHB stock, worth $2.18 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
84,711
Previous 84,711
-0.0%
Holding current value
$2.18 Million
Previous $1.82 Billion
10.68%
% of portfolio
0.24%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,346Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio