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

Keeler & Nadler Financial Planning & Wealth Management

$222 Billion
Q1 2025

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 736,441 shares of SCHG stock, worth $20.3 Million. This represents 8.31% of its overall portfolio holdings.

Number of Shares

736,441

Previous 690,562 6.64%

Holding current value

$20.3 Million

Previous $19.2 Billion 4.26%

% of portfolio

8.31%

Previous 9.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$24.91 - $29.02 $1.14 Million - $1.33 Million	45,879 Added 6.64%	736,441 $18.4 Billion
Q4 2024 Jan 14, 2025	BUY	$25.93 - $105.3 $13.6 Million - $55.3 Million	525,485 Added 318.33%	690,562 $19.2 Billion
Q3 2024 Oct 09, 2024	BUY	$92.63 - $105.69 $580,234 - $662,042	6,264 Added 3.94%	165,077 $17.2 Billion
Q2 2024 Oct 03, 2024	BUY	$87.04 - $101.61 $1.38 Million - $1.61 Million	15,811 Added 11.06%	158,813 $16 Billion
Q1 2024 Oct 03, 2024	BUY	$80.6 - $93.32 $1.28 Million - $1.49 Million	15,915 Added 12.52%	143,002 $13.3 Billion
Q4 2023 Oct 03, 2024	BUY	$70.08 - $83.37 $2.48 Million - $2.95 Million	35,395 Added 38.6%	127,087 $10.5 Billion
Q4 2022 Oct 03, 2024	BUY	$54.31 - $60.76 $3.36 Million - $3.76 Million	61,956 Added 208.35%	91,692 $5.09 Billion
Q4 2021 Oct 03, 2024	BUY	$73.11 - $83.4 $2.17 Million - $2.48 Million	29,736 New	29,736 $4.87 Billion

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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