Nadler Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Nadler Financial Group, Inc.
- $975 Million
- Q2 2025
A detailed history of Nadler Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nadler Financial Group, Inc. holds 1,036,541 shares of SCHD stock, worth $28.2 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
1,036,541
Previous 1,101,407
5.89%
Holding current value
$28.2 Million
Previous $30.8 Million
10.8%
% of portfolio
2.82%
Previous 3.41%
Shares
25 transactions
Others Institutions Holding SCHD
# of Institutions
2,012Shares Held
889MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$898 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$788 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$776 Million0.06% of portfolio