Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 96,606 shares of SCHD stock, worth $2.72 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
96,606
Previous 31,867 203.15%
Holding current value
$2.72 Million
Previous $2.69 Billion 2.02%
% of portfolio
1.24%
Previous 1.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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