Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 33,854 shares of SCHB stock, worth $2.23 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
33,854
Previous 38,949
13.08%
Holding current value
$2.23 Million
Previous $2.38 Billion
10.49%
% of portfolio
1.17%
Previous 1.43%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio