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

Keeler & Nadler Financial Planning & Wealth Management

  • $205 Billion
  • Q3 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 168,893 shares of SCHV stock, worth $4.41 Million. This represents 6.61% of its overall portfolio holdings.

Number of Shares
168,893
Previous 156,637 7.82%
Holding current value
$4.41 Million
Previous $11.6 Billion 16.98%
% of portfolio
6.61%
Previous 6.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
836
Shares Held
112M
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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