Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 158,813 shares of SCHG stock, worth $16.3 Million. This represents 8.8% of its overall portfolio holdings.

Number of Shares

158,813

Previous 143,002 11.06%

Holding current value

$16.3 Million

Previous $13.3 Billion 20.78%

% of portfolio

8.8%

Previous 7.96%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Oct 03, 2024	BUY	$87.04 - $101.61 $1.38 Million - $1.61 Million	15,811 Added 11.06%	158,813 $16 Billion
Q1 2024 Oct 03, 2024	BUY	$80.6 - $93.32 $1.28 Million - $1.49 Million	15,915 Added 12.52%	143,002 $13.3 Billion
Q4 2023 Oct 03, 2024	BUY	$70.08 - $83.37 $2.48 Million - $2.95 Million	35,395 Added 38.6%	127,087 $10.5 Billion
Q4 2022 Oct 03, 2024	BUY	$54.31 - $60.76 $3.36 Million - $3.76 Million	61,956 Added 208.35%	91,692 $5.09 Billion
Q4 2021 Oct 03, 2024	BUY	$73.11 - $83.4 $2.17 Million - $2.48 Million	29,736 New	29,736 $4.87 Billion

Others Institutions Holding SCHG

# of Institutions

1,255

Shares Held

169M

Call Options Held

87.2K

Put Options Held

25.8K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Large C Transaction History