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 165,077 shares of SCHG stock, worth $4.62 Million. This represents 8.38% of its overall portfolio holdings.

Number of Shares
165,077
Previous 158,813 3.94%
Holding current value
$4.62 Million
Previous $16 Billion 7.39%
% of portfolio
8.38%
Previous 8.8%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$92.63 - $105.69 $580,234 - $662,042
6,264 Added 3.94%
165,077 $17.2 Billion
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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