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 $1.77 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
61,761Holding current value
$1.77 Million% of portfolio
0.96%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
989Shares Held
186MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.7 Billion3.47% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$289 Million0.39% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$282 Million0.81% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$217 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$214 Million2.94% of portfolio