Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 16,645 shares of SCHE stock, worth $453,909. This represents 0.21% of its overall portfolio holdings.
Number of Shares
16,645
Previous 17,005
2.12%
Holding current value
$453,909
Previous $496 Million
10.67%
% of portfolio
0.21%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
796Shares Held
140MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$579 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$524 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$228 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$77.5 Million4.21% of portfolio
-
Envestnet Asset Management Inc2.43MShares$66.3 Million0.02% of portfolio