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 $6,760. This represents 0.02% of its overall portfolio holdings.
Number of Shares
240
Previous 239
0.42%
Holding current value
$6,760
Previous $16.2 Million
11.79%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$730 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$277 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.8 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.8 Million0.18% of portfolio