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 $8.26 Million. This represents 15.9% of its overall portfolio holdings.
Number of Shares
320,857
Previous 317,728
0.98%
Holding current value
$8.26 Million
Previous $15.8 Billion
12.78%
% of portfolio
15.9%
Previous 15.41%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,348Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio