Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Large C Transaction History
Keeler & Nadler Financial Planning & Wealth Management
- $250 Billion
- Q2 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 618,080 shares of SCHV stock, worth $17.3 Million. This represents 6.84% of its overall portfolio holdings.
Number of Shares
618,080
Previous 599,243
3.14%
Holding current value
$17.3 Million
Previous $15.8 Billion
8.43%
% of portfolio
6.84%
Previous 7.11%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
963Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.14 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$323 Million0.73% of portfolio