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 $216,994. This represents 0.53% of its overall portfolio holdings.
Number of Shares
7,772
Previous 7,707
0.84%
Holding current value
$216,994
Previous $545 Million
8.5%
% of portfolio
0.53%
Previous 0.53%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$795 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$749 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$726 Million4.56% of portfolio