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

Keeler & Nadler Financial Planning & Wealth Management

$182 Billion
Q2 2024

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 32,195 shares of SCHD stock, worth $2.72 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

32,195

Previous 30,015 7.26%

Holding current value

$2.72 Million

Previous $2.42 Billion 3.44%

% of portfolio

1.37%

Previous 1.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,659

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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