Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 804,785 shares of SCHG stock, worth $26 Million. This represents 9.41% of its overall portfolio holdings.
Number of Shares
804,785
Previous 774,887
3.86%
Holding current value
$26 Million
Previous $22.6 Billion
13.46%
% of portfolio
9.41%
Previous 9.06%
Shares
10 transactions
Others Institutions Holding SCHG
# of Institutions
1,683Shares Held
854MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio