Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 34,315 shares of SCHA stock, worth $828,020. This represents 0.42% of its overall portfolio holdings.
Number of Shares
34,315
Previous 19,823
73.11%
Holding current value
$828,020
Previous $1.02 Billion
13.08%
% of portfolio
0.42%
Previous 0.5%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,252Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.12 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$611 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$332 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$254 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$152 Million0.05% of portfolio