Nalls Sherbakoff Group, LLC SCHB Holdings History
Nalls Sherbakoff Group, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2023-12-31, Nalls Sherbakoff Group, LLC held 320,857.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $17.86 Mil. This investment constitutes 15.9% of their stock portfolio, and Nalls Sherbakoff Group, LLC now holds -% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q4. And since then Nalls Sherbakoff Group, LLC has made 4 purchases of SCHB, at an average price of $34.90, for a total of 321,102.00 shares. Based on historical transaction data and SCHB's current price of $24.48, Nalls Sherbakoff Group, LLC's estimated gain on his SCHB holdings is $-3.34 Mil, reflecting a -29.79% gain to date.
Nalls Sherbakoff Group, LLC SCHB ($24.48) Holding Chart
Nalls Sherbakoff Group, LLC SCHB ($24.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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