Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 555,954 shares of SCHV stock, worth $14.9 Million. This represents 6.79% of its overall portfolio holdings.
Number of Shares
555,954
Previous 168,893
229.18%
Holding current value
$14.9 Million
Previous $13.6 Billion
6.78%
% of portfolio
6.79%
Previous 6.61%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
844Shares Held
135MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$524 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$326 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$289 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$130 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$114 Million0.81% of portfolio