Nalls Sherbakoff Group, LLC Schwab Strategic Tr Us Large C Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 29,504 shares of SCHG stock, worth $813,130. This represents 2.18% of its overall portfolio holdings.
Number of Shares
29,504
Previous 29,375
0.44%
Holding current value
$813,130
Previous $2.14 Billion
14.58%
% of portfolio
2.18%
Previous 2.08%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,502Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.11 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$678 Million0.25% of portfolio