Nalls Sherbakoff Group, LLC SCHZ Holdings History
Nalls Sherbakoff Group, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2023-12-31, Nalls Sherbakoff Group, LLC held 113,375.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $5.29 Mil. This investment constitutes 4.71% of their stock portfolio, and Nalls Sherbakoff Group, LLC now holds -% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q4. And since then Nalls Sherbakoff Group, LLC has made 3 purchases of SCHZ, at an average price of $48.85, for a total of 116,771.00 shares. In addition, there have been 1 sales at an average price of $44.74 for 3,396.00 shares. Based on historical transaction data and SCHZ's current price of $23.01, Nalls Sherbakoff Group, LLC's estimated gain on his SCHZ holdings is $-2.94 Mil, reflecting a -51.60% gain to date.
Nalls Sherbakoff Group, LLC SCHZ ($23.01) Holding Chart
Nalls Sherbakoff Group, LLC SCHZ ($23.01) 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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