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

Keeler & Nadler Financial Planning & Wealth Management

$273 Billion
Q3 2025

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 150,822 shares of SCHD stock, worth $4.11 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

150,822

Previous 141,206 6.81%

Holding current value

$4.11 Million

Previous $3.74 Billion 10.03%

% of portfolio

1.51%

Previous 1.5%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$26.38 - $27.95 $253,670 - $268,767	9,616 Added 6.81%	150,822 $4.12 Billion
Q2 2025 Jul 28, 2025	BUY	$24.32 - $27.87 $1.03 Million - $1.18 Million	42,468 Added 43.01%	141,206 $3.74 Billion
Q1 2025 May 12, 2025	BUY	$27.01 - $28.54 $57,585 - $60,847	2,132 Added 2.21%	98,738 $2.72 Billion
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $1.74 Million - $5.5 Million	64,739 Added 203.15%	96,606 $2.64 Billion
Q3 2024 Oct 09, 2024	SELL	$77.02 - $85.06 $25,262 - $27,899	-328 Reduced 1.02%	31,867 $2.69 Billion

Q2 2024 Oct 03, 2024	BUY	$75.81 - $80.15 $165,265 - $174,727	2,180 Added 7.26%	32,195 $2.5 Billion
Q1 2024 Oct 03, 2024	SELL	$75.25 - $80.63 $97,599 - $104,577	-1,297 Reduced 4.14%	30,015 $2.42 Billion
Q4 2023 Oct 03, 2024	SELL	$66.9 - $76.32 $106,705 - $121,730	-1,595 Reduced 4.85%	31,312 $2.38 Billion
Q4 2022 Oct 03, 2024	BUY	$67.16 - $79.06 $1.11 Million - $1.3 Million	16,485 Added 100.38%	32,907 $2.49 Billion
Q4 2021 Oct 03, 2024	BUY	$74.93 - $80.86 $1.23 Million - $1.33 Million	16,422 New	16,422 $1.33 Billion

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Dividen Transaction History