Nalls Sherbakoff Group, LLC Schwab Strategic Tr Us Large C Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 29,504 shares of SCHG stock, worth $796,017. This represents 2.18% of its overall portfolio holdings.
Number of Shares
29,504
Previous 29,375
0.44%
Holding current value
$796,017
Previous $2.14 Billion
14.58%
% of portfolio
2.18%
Previous 2.08%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,308Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$304 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$295 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$263 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$258 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$131 Million5.48% of portfolio