Nalls Sherbakoff Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 240 shares of SCHM stock, worth $7,070. This represents 0.02% of its overall portfolio holdings.
Number of Shares
240
Previous 239
0.42%
Holding current value
$7,070
Previous $16.2 Million
11.79%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,052Shares Held
280MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio