Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Small C Transaction History

Keeler & Nadler Financial Planning & Wealth Management

  • $213 Billion
  • Q4 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 34,315 shares of SCHA stock, worth $911,063. This represents 0.42% of its overall portfolio holdings.

Number of Shares
34,315
Previous 19,823 73.11%
Holding current value
$911,063
Previous $1.02 Billion 13.08%
% of portfolio
0.42%
Previous 0.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$25.33 - $51.16 $367,082 - $741,410
14,492 Added 73.11%
34,315 $887 Million
Q3 2024

Oct 09, 2024
SELL
$46.9 - $51.96 $23,215 - $25,720
-495 Reduced 2.44%
19,823 $1.02 Billion
Q2 2024

Oct 03, 2024
SELL
$45.24 - $49.04 $56,459 - $61,201
-1,248 Reduced 5.79%
20,318 $964 Million
Q1 2024

Oct 03, 2024
SELL
$44.84 - $49.24 $118,018 - $129,599
-2,632 Reduced 10.88%
21,566 $1.06 Billion
Q4 2023

Oct 03, 2024
SELL
$38.13 - $48.02 $49,340 - $62,137
-1,294 Reduced 5.08%
24,198 $1.14 Billion
Q4 2022

Oct 03, 2024
BUY
$38.25 - $43.54 $516,451 - $587,877
13,502 Added 112.61%
25,492 $1.03 Billion
Q4 2021

Oct 03, 2024
BUY
$48.64 - $55.07 $583,193 - $660,289
11,990 New
11,990 $1.23 Billion

Others Institutions Holding SCHA

# of Institutions
1,149
Shares Held
157M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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