Nalls Sherbakoff Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Nalls Sherbakoff Group, LLC

  • $112 Billion
  • Q4 2023

A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 7,772 shares of SCHD stock, worth $206,502. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,772
Previous 7,707 0.84%
Holding current value
$206,502
Previous $545 Million 8.5%
% of portfolio
0.53%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 09, 2024
BUY
$66.9 - $76.32 $4,348 - $4,960
65 Added 0.84%
7,772 $592 Million
Q1 2023

Oct 17, 2023
SELL
$70.28 - $78.03 $36,826 - $40,887
-524 Reduced 6.37%
7,707 $557 Million
Q4 2018

Feb 15, 2019
BUY
N/A
7,408 Added 900.12%
8,231 $387,000
Q4 2018

Feb 13, 2019
BUY
N/A
823 New
823 $414,000

Others Institutions Holding SCHD

# of Institutions
2,023
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Nalls Sherbakoff Group, LLC Portfolio

Follow Nalls Sherbakoff Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nalls Sherbakoff Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nalls Sherbakoff Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email