Nalls Sherbakoff Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 320,857 shares of SCHB stock, worth $7.29 Million. This represents 15.9% of its overall portfolio holdings.
Number of Shares
320,857
Previous 317,728
0.98%
Holding current value
$7.29 Million
Previous $15.8 Billion
12.78%
% of portfolio
15.9%
Previous 15.41%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,293Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$270 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio