Nadler Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Nadler Financial Group, Inc.
- $850 Million
- Q2 2024
A detailed history of Nadler Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nadler Financial Group, Inc. holds 481,315 shares of SCHG stock, worth $47.4 Million. This represents 5.71% of its overall portfolio holdings.
Number of Shares
481,315
Previous 471,911
1.99%
Holding current value
$47.4 Million
Previous $43.8 Million
10.92%
% of portfolio
5.71%
Previous 5.4%
Shares
28 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio