Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$205 Billion
Q3 2024

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 32,370 shares of SCHB stock, worth $743,215. This represents 1.05% of its overall portfolio holdings.

Number of Shares

32,370

Previous 33,854 4.38%

Holding current value

$743,215

Previous $2.13 Billion 1.17%

% of portfolio

1.05%

Previous 1.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,178

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Broad M Transaction History