Nalls Sherbakoff Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Nalls Sherbakoff Group, LLC

  • $112 Billion
  • Q4 2023

A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 113,375 shares of SCHZ stock, worth $2.62 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
113,375
Previous 116,771 2.91%
Holding current value
$2.62 Million
Previous $5.16 Billion 2.34%
% of portfolio
4.71%
Previous 5.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 09, 2024
SELL
$43.09 - $46.83 $146,333 - $159,034
-3,396 Reduced 2.91%
113,375 $5.29 Billion
Q3 2023

Oct 17, 2023
BUY
$44.14 - $46.33 $117,897 - $123,747
2,671 Added 2.34%
116,771 $5.16 Billion
Q2 2023

Oct 17, 2023
BUY
$45.86 - $47.33 $114,328 - $117,993
2,493 Added 2.23%
114,100 $5.29 Billion
Q1 2023

Oct 17, 2023
BUY
$45.33 - $47.44 $1.42 Million - $1.49 Million
31,391 Added 39.13%
111,607 $5.21 Billion
Q4 2018

Feb 15, 2019
BUY
N/A
72,243 Added 906.1%
80,216 $4.06 Million
Q4 2018

Feb 13, 2019
BUY
N/A
7,973 New
7,973 $4.06 Million

Others Institutions Holding SCHZ

# of Institutions
629
Shares Held
110M
Call Options Held
100
Put Options Held
1.8K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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