Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 156,637 shares of SCHV stock, worth $12.5 Million. This represents 6.37% of its overall portfolio holdings.
Number of Shares
156,637
Previous 139,084
12.62%
Holding current value
$12.5 Million
Previous $10.6 Billion
9.8%
% of portfolio
6.37%
Previous 6.35%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.49 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$921 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$891 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$357 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$322 Million0.11% of portfolio