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

Keeler & Nadler Financial Planning & Wealth Management

  • $222 Billion
  • Q1 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 599,243 shares of SCHV stock, worth $16.1 Million. This represents 7.11% of its overall portfolio holdings.

Number of Shares
599,243
Previous 555,954 7.79%
Holding current value
$16.1 Million
Previous $14.5 Billion 8.82%
% of portfolio
7.11%
Previous 6.79%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$25.77 - $27.6 $1.12 Million - $1.19 Million
43,289 Added 7.79%
599,243 $15.8 Billion
Q4 2024

Jan 14, 2025
BUY
$25.79 - $80.4 $9.98 Million - $31.1 Million
387,061 Added 229.18%
555,954 $14.5 Billion
Q3 2024

Oct 09, 2024
BUY
$73.43 - $80.37 $899,958 - $985,014
12,256 Added 7.82%
168,893 $13.6 Billion
Q2 2024

Oct 03, 2024
BUY
$71.74 - $75.86 $1.26 Million - $1.33 Million
17,553 Added 12.62%
156,637 $11.6 Billion
Q1 2024

Oct 03, 2024
BUY
$68.82 - $75.98 $1.68 Million - $1.86 Million
24,441 Added 21.32%
139,084 $10.6 Billion
Q4 2023

Oct 03, 2024
BUY
$61.16 - $70.24 $880,275 - $1.01 Million
14,393 Added 14.36%
114,643 $8.04 Billion
Q4 2022

Oct 03, 2024
BUY
$59.13 - $69.24 $1.27 Million - $1.48 Million
21,435 Added 27.2%
100,250 $6.62 Billion
Q4 2021

Oct 03, 2024
BUY
$67.9 - $73.3 $5.35 Million - $5.78 Million
78,815 New
78,815 $5.77 Billion

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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