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 $2.58 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
113,375
Previous 116,771
2.91%
Holding current value
$2.58 Million
Previous $5.16 Billion
2.34%
% of portfolio
4.71%
Previous 5.02%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio