Nalls Sherbakoff Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 240 shares of SCHM stock, worth $6,715. This represents 0.02% of its overall portfolio holdings.
Number of Shares
240
Previous 239
0.42%
Holding current value
$6,715
Previous $16.2 Million
11.79%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio