Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 555,954 shares of SCHV stock, worth $14.9 Million. This represents 6.79% of its overall portfolio holdings.

Number of Shares

555,954

Previous 168,893 229.18%

Holding current value

$14.9 Million

Previous $13.6 Billion 6.78%

% of portfolio

6.79%

Previous 6.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

About SCHWAB STRATEGIC TR US LARGE-C

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