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 $207,901. This represents 0.53% of its overall portfolio holdings.
Number of Shares
7,772
Previous 7,707
0.84%
Holding current value
$207,901
Previous $545 Million
8.5%
% of portfolio
0.53%
Previous 0.53%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,003Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.04 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$884 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$863 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$791 Million4.98% of portfolio