Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 74,079 shares of SCHB stock, worth $1.92 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
74,079
Previous 73,460 0.84%
Holding current value
$1.92 Million
Previous $1.57 Billion 12.08%
% of portfolio
0.71%
Previous 0.71%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$19.1 - $23.83 $11,822 - $14,750
619 Added 0.84%
74,079 $1.77 Billion
Q1 2025

May 12, 2025
SELL
$21.23 - $23.75 $176,888 - $197,885
-8,332 Reduced 10.19%
73,460 $1.57 Billion
Q4 2024

Jan 14, 2025
BUY
$22.01 - $66.82 $1.09 Million - $3.3 Million
49,422 Added 152.68%
81,792 $1.86 Billion
Q3 2024

Oct 09, 2024
SELL
$59.93 - $66.52 $88,936 - $98,715
-1,484 Reduced 4.38%
32,370 $2.15 Billion
Q2 2024

Oct 03, 2024
SELL
$57.57 - $63.3 $293,319 - $322,513
-5,095 Reduced 13.08%
33,854 $2.13 Billion
Q1 2024

Oct 03, 2024
SELL
$54.61 - $61.05 $277,964 - $310,744
-5,090 Reduced 11.56%
38,949 $2.38 Billion
Q4 2023

Oct 03, 2024
BUY
$47.61 - $55.91 $186,107 - $218,552
3,909 Added 9.74%
44,039 $2.45 Billion
Q4 2022

Oct 03, 2024
BUY
$41.94 - $47.81 $1.06 Million - $1.2 Million
25,180 Added 168.43%
40,130 $1.8 Billion
Q4 2021

Oct 03, 2024
BUY
$51.87 - $56.86 $775,456 - $850,057
14,950 New
14,950 $1.69 Billion

Others Institutions Holding SCHB

# of Institutions
1,350
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Keeler & Nadler Financial Planning & Wealth Management Portfolio

Follow Keeler & Nadler Financial Planning & Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keeler & Nadler Financial Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Keeler & Nadler Financial Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email