Nalls Sherbakoff Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 320,857 shares of SCHB stock, worth $7.57 Million. This represents 15.9% of its overall portfolio holdings.
Number of Shares
320,857
Previous 317,728
0.98%
Holding current value
$7.57 Million
Previous $15.8 Billion
12.78%
% of portfolio
15.9%
Previous 15.41%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,190Shares Held
231MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$486 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio