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 156,637 shares of SCHV stock, worth $12.5 Million. This represents 6.37% of its overall portfolio holdings.

Number of Shares

156,637

Previous 139,084 12.62%

Holding current value

$12.5 Million

Previous $10.6 Billion 9.8%

% of portfolio

6.37%

Previous 6.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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