Nwf Advisory Services Inc. Schwab Strategic U.S. Mid Cap Transaction History

Nwf Advisory Services Inc.

$911 Billion
Q3 2025

A detailed history of Nwf Advisory Services Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nwf Advisory Services Inc. holds 12,870 shares of SCHM stock, worth $379,278. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,870

Previous 12,867 0.02%

Holding current value

$379,278

Previous $361 Million 5.69%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$28.15 - $30.13 $84 - $90	3 Added 0.02%	12,870 $381 Million
Q2 2025 Sep 09, 2025	BUY	$22.92 - $28.05 $14,439 - $17,671	630 Added 5.15%	12,867 $361 Million
Q1 2025 Aug 12, 2025	BUY	$25.58 - $29.24 $313,022 - $357,809	12,237 New	12,237 $321 Million
Q3 2024 Oct 06, 2025	SELL	$75.47 - $83.18 $27,169 - $29,944	-360 Reduced 7.82%	4,244 $353 Million
Q2 2024 Oct 06, 2025	SELL	$75.69 - $81.19 $36,179 - $38,808	-478 Reduced 9.41%	4,604 $358 Million
Q1 2024 Oct 06, 2025	SELL	$72.89 - $81.43 $567,448 - $633,932	-7,785 Reduced 60.5%	5,082 $414 Million

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

9.4K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Nwf Advisory Services Inc. Schwab Strategic U.S. Mid Cap Transaction History