Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 17,005 shares of SCHE stock, worth $457,434. This represents 0.24% of its overall portfolio holdings.
Number of Shares
17,005
Previous 22,100
23.05%
Holding current value
$457,434
Previous $587 Million
15.47%
% of portfolio
0.24%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio