Nalls Sherbakoff Group, LLC Schwab Strategic Tr Us Large C Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 26,274 shares of SCHV stock, worth $691,794. This represents 1.64% of its overall portfolio holdings.
Number of Shares
26,274
Previous 26,383
0.41%
Holding current value
$691,794
Previous $1.7 Billion
8.3%
% of portfolio
1.64%
Previous 1.65%
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$513 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$320 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$283 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$128 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$112 Million0.81% of portfolio