Nbz Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Nbz Investment Advisors LLC
- $179 Billion
- Q4 2024
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 61,761 shares of SCHM stock, worth $1.58 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
61,761Holding current value
$1.58 Million% of portfolio
0.96%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio