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 $6,429. This represents 0.02% of its overall portfolio holdings.
Number of Shares
240
Previous 239
0.42%
Holding current value
$6,429
Previous $16.2 Million
11.79%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.59 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$766 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$270 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$203 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$200 Million2.94% of portfolio