Nadler Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Nadler Financial Group, Inc.

  • $850 Million
  • Q2 2024

A detailed history of Nadler Financial Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Nadler Financial Group, Inc. holds 117,045 shares of SCHM stock, worth $9.25 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
117,045
Previous 117,485 0.37%
Holding current value
$9.25 Million
Previous $9.57 Million 4.78%
% of portfolio
1.07%
Previous 1.18%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$75.69 - $81.19 $33,303 - $35,723
-440 Reduced 0.37%
117,045 $9.11 Million
Q1 2024

Apr 26, 2024
SELL
$72.89 - $81.43 $21,502 - $24,021
-295 Reduced 0.25%
117,485 $9.57 Million
Q4 2023

Feb 02, 2024
BUY
$63.01 - $75.95 $76,116 - $91,747
1,208 Added 1.04%
117,780 $8.87 Million
Q3 2023

Oct 24, 2023
SELL
$66.75 - $73.98 $3.71 Million - $4.11 Million
-55,579 Reduced 32.29%
116,572 $7.89 Million
Q2 2023

Jul 31, 2023
SELL
$65.29 - $71.03 $13.7 Million - $14.9 Million
-209,983 Reduced 54.95%
172,151 $12.2 Million
Q1 2023

Apr 19, 2023
SELL
$64.24 - $73.9 $7.2 Million - $8.28 Million
-112,002 Reduced 22.67%
382,134 $25.9 Million
Q4 2022

Jan 30, 2023
BUY
$64.3 - $69.94 $1.49 Million - $1.62 Million
23,182 Added 4.92%
494,136 $32.4 Million
Q3 2022

Oct 31, 2022
BUY
N/A
10,575 Added 2.3%
470,954 $28.5 Million
Q2 2022

Jul 20, 2022
BUY
N/A
6,023 Added 1.33%
460,379 $28.9 Million
Q1 2022

May 05, 2022
BUY
N/A
426 Added 0.09%
454,356 $34.5 Million
Q4 2021

Jan 18, 2022
BUY
N/A
8,791 Added 1.97%
453,930 $36.5 Million
Q3 2021

Oct 13, 2021
BUY
N/A
11,382 Added 2.62%
445,139 $34.1 Million
Q2 2021

Jul 16, 2021
BUY
N/A
14,477 Added 3.45%
433,757 $34 Million
Q1 2021

Apr 14, 2021
BUY
N/A
6,970 Added 1.69%
419,280 $31.2 Million
Q4 2020

Jan 26, 2021
BUY
N/A
12,212 Added 3.05%
412,310 $28.1 Million
Q3 2020

Oct 07, 2020
BUY
N/A
1,579 Added 0.4%
400,098 $22.2 Million
Q2 2020

Jul 09, 2020
SELL
N/A
-32,385 Reduced 7.52%
398,519 $21 Million
Q1 2020

Apr 09, 2020
SELL
N/A
-33,215 Reduced 7.16%
430,904 $18.2 Million
Q4 2019

Jan 08, 2020
SELL
N/A
-9,235 Reduced 1.95%
464,119 $27.9 Million
Q3 2019

Oct 03, 2019
BUY
N/A
16,444 Added 3.6%
473,354 $26.8 Million
Q2 2019

Jul 16, 2019
BUY
N/A
22,078 Added 5.08%
456,910 $26.1 Million
Q1 2019

Apr 04, 2019
SELL
N/A
-3,097 Reduced 0.71%
434,832 $24.1 Million
Q4 2018

Jan 17, 2019
BUY
N/A
3,320 Added 0.76%
437,929 $21 Million
Q3 2018

Oct 09, 2018
BUY
N/A
6,240 Added 1.46%
434,609 $25.1 Million
Q2 2018

Jul 10, 2018
BUY
N/A
26,656 Added 6.64%
428,369 $23.5 Million
Q1 2018

Apr 05, 2018
BUY
N/A
6,135 Added 1.55%
401,713 $21.2 Million
Q4 2017

Jan 12, 2018
BUY
N/A
15 Added 0.0%
395,578 $21.1 Million
Q3 2017

Oct 11, 2017
BUY
N/A
395,563
395,563 $19.8 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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