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 $6,492. This represents 0.02% of its overall portfolio holdings.
Number of Shares
240
Previous 239
0.42%
Holding current value
$6,492
Previous $16.2 Million
11.79%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.59 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$782 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$272 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$240 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$222 Million0.18% of portfolio