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

Keeler & Nadler Financial Planning & Wealth Management

$205 Billion
Q3 2024

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 31,867 shares of SCHD stock, worth $862,958. This represents 1.31% of its overall portfolio holdings.

Number of Shares

31,867

Previous 32,195 1.02%

Holding current value

$862,958

Previous $2.5 Billion 7.6%

% of portfolio

1.31%

Previous 1.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$77.02 - $85.06 $25,262 - $27,899	-328 Reduced 1.02%	31,867 $2.69 Billion
Q2 2024 Oct 03, 2024	BUY	$75.81 - $80.15 $165,265 - $174,727	2,180 Added 7.26%	32,195 $2.5 Billion
Q1 2024 Oct 03, 2024	SELL	$75.25 - $80.63 $97,599 - $104,577	-1,297 Reduced 4.14%	30,015 $2.42 Billion
Q4 2023 Oct 03, 2024	SELL	$66.9 - $76.32 $106,705 - $121,730	-1,595 Reduced 4.85%	31,312 $2.38 Billion
Q4 2022 Oct 03, 2024	BUY	$67.16 - $79.06 $1.11 Million - $1.3 Million	16,485 Added 100.38%	32,907 $2.49 Billion
Q4 2021 Oct 03, 2024	BUY	$74.93 - $80.86 $1.23 Million - $1.33 Million	16,422 New	16,422 $1.33 Billion

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Dividen Transaction History