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 $8.28 Million. This represents 15.9% of its overall portfolio holdings.
Number of Shares
320,857
Previous 317,728
0.98%
Holding current value
$8.28 Million
Previous $15.8 Billion
12.78%
% of portfolio
15.9%
Previous 15.41%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,387Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA15MShares$386 Million22.94% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio