Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 22,100 shares of SCHE stock, worth $662,779. This represents 0.32% of its overall portfolio holdings.
Number of Shares
22,100
Previous 24,235
8.81%
Holding current value
$662,779
Previous $612 Million
4.08%
% of portfolio
0.32%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.98 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$664 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$587 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$218 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.2 Million3.96% of portfolio