Nalls Sherbakoff Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 7,772 shares of SCHD stock, worth $214,351. This represents 0.53% of its overall portfolio holdings.
Number of Shares
7,772
Previous 7,707
0.84%
Holding current value
$214,351
Previous $545 Million
8.5%
% of portfolio
0.53%
Previous 0.53%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio