Nadler Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Nadler Financial Group, Inc.

$906 Million
Q3 2024

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 356,523 shares of SCHD stock, worth $10.2 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

356,523

Previous 361,428 1.36%

Holding current value

$10.2 Million

Previous $28.1 Million 7.23%

% of portfolio

3.32%

Previous 3.31%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$77.02 - $85.06 $377,783 - $417,219	-4,905 Reduced 1.36%	356,523 $30.1 Million
Q2 2024 Jul 22, 2024	BUY	$75.81 - $80.15 $350,621 - $370,693	4,625 Added 1.3%	361,428 $28.1 Million
Q1 2024 Apr 26, 2024	SELL	$75.25 - $80.63 $426,968 - $457,494	-5,674 Reduced 1.57%	356,803 $28.8 Million
Q4 2023 Feb 02, 2024	SELL	$66.9 - $76.32 $798,786 - $911,260	-11,940 Reduced 3.19%	362,477 $27.6 Million
Q3 2023 Oct 24, 2023	SELL	$70.63 - $75.66 $753,339 - $806,989	-10,666 Reduced 2.77%	374,417 $26.5 Million
Q2 2023 Jul 31, 2023	BUY	$69.18 - $73.94 $1.03 Million - $1.1 Million	14,879 Added 4.02%	385,083 $28 Million
Q1 2023 Apr 19, 2023	BUY	$70.28 - $78.03 $2.32 Million - $2.58 Million	33,016 Added 9.79%	370,204 $27.1 Million
Q4 2022 Jan 30, 2023	BUY	$67.16 - $79.06 $8.68 Million - $10.2 Million	129,313 Added 62.21%	337,188 $25.5 Million
Q3 2022 Oct 31, 2022	BUY	$66.43 - $77.87 $2.98 Million - $3.49 Million	44,836 Added 27.5%	207,875 $13.8 Million
Q2 2022 Jul 20, 2022	BUY	$70.31 - $80.24 $1.33 Million - $1.52 Million	18,950 Added 13.15%	163,039 $11.7 Million
Q1 2022 May 05, 2022	BUY	$75.14 - $81.94 $802,946 - $875,610	10,686 Added 8.01%	144,089 $11.4 Million
Q4 2021 Jan 18, 2022	BUY	$74.93 - $80.86 $1.96 Million - $2.11 Million	26,152 Added 24.38%	133,403 $10.8 Million
Q3 2021 Oct 13, 2021	BUY	$74.23 - $78.13 $1.87 Million - $1.97 Million	25,216 Added 30.74%	107,251 $7.96 Million
Q2 2021 Jul 16, 2021	BUY	$73.32 - $77.65 $1.61 Million - $1.71 Million	21,992 Added 36.63%	82,035 $6.2 Million
Q1 2021 Apr 14, 2021	BUY	$63.23 - $73.67 $2.7 Million - $3.15 Million	42,703 Added 246.27%	60,043 $4.38 Million
Q4 2020 Jan 26, 2021	BUY	$54.8 - $65.16 $529,696 - $629,836	9,666 Added 125.96%	17,340 $1.11 Million
Q3 2020 Oct 07, 2020	SELL	$50.37 - $58.54 $43,318 - $50,344	-860 Reduced 10.08%	7,674 $424,000
Q2 2020 Jul 09, 2020	BUY	$43.56 - $56.5 $42,340 - $54,918	972 Added 12.85%	8,534 $442,000
Q1 2020 Apr 09, 2020	BUY	$39.5 - $59.28 $6,557 - $9,840	166 Added 2.24%	7,562 $340,000
Q4 2019 Jan 08, 2020	BUY	$52.87 - $58.15 $24,531 - $26,981	464 Added 6.69%	7,396 $428,000
Q2 2018 Jul 10, 2018	BUY	N/A	10 Added 0.14%	6,932 $342,000
Q3 2017 Oct 11, 2017	BUY	N/A	6,922	6,922 $324,000

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Nadler Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History