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
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$781 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$130 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.5 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$67 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62 Million0.03% of portfolio