Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Small C Transaction History
Keeler & Nadler Financial Planning & Wealth Management
- $250 Billion
- Q2 2025
A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 34,024 shares of SCHA stock, worth $876,798. This represents 0.34% of its overall portfolio holdings.
Number of Shares
34,024
Previous 33,834
0.56%
Holding current value
$876,798
Previous $794 Million
8.36%
% of portfolio
0.34%
Previous 0.36%
Shares
9 transactions
Others Institutions Holding SCHA
# of Institutions
1,268Shares Held
257MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$862 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$465 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$369 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$271 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$131 Million0.26% of portfolio