Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Small C Transaction History
Keeler & Nadler Financial Planning & Wealth Management
- $182 Billion
- Q2 2024
A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 20,318 shares of SCHA stock, worth $1.03 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
20,318
Previous 21,566
5.79%
Holding current value
$1.03 Million
Previous $1.06 Billion
9.21%
% of portfolio
0.53%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,123Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.42 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.12 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$607 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$534 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$374 Million0.51% of portfolio