Nalls Sherbakoff Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 64,173 shares of SCHE stock, worth $1.75 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
64,173
Previous 63,964
0.33%
Holding current value
$1.75 Million
Previous $1.53 Billion
3.89%
% of portfolio
1.42%
Previous 1.49%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
796Shares Held
140MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$579 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$524 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$228 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.5 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.3 Million0.02% of portfolio