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

Nbz Investment Advisors LLC

  • $192 Billion
  • Q3 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 58,374 shares of SCHM stock, worth $1.7 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
58,374
Previous 58,183 0.33%
Holding current value
$1.7 Million
Previous $1.63 Billion 6.02%
% of portfolio
0.9%
Previous 0.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$28.15 - $30.13 $5,376 - $5,754
191 Added 0.33%
58,374 $1.73 Billion
Q2 2025

Aug 04, 2025
SELL
$22.92 - $28.05 $49,232 - $60,251
-2,148 Reduced 3.56%
58,183 $1.63 Billion
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
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
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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