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

Nadler Financial Group, Inc.

$949 Million
Q4 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 359,713 shares of SCHM stock, worth $10.1 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

359,713

Previous 116,645 208.38%

Holding current value

$10.1 Million

Previous $9.69 Million 2.84%

% of portfolio

1.05%

Previous 1.07%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $6.69 Million - $20.2 Million	243,068 Added 208.38%	359,713 $9.97 Million
Q3 2024 Oct 28, 2024	SELL	$75.47 - $83.18 $30,188 - $33,272	-400 Reduced 0.34%	116,645 $9.69 Million
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	$61.05 - $69.94 $1.42 Million - $1.62 Million	23,182 Added 4.92%	494,136 $32.4 Million
Q3 2022 Oct 31, 2022	BUY	$60.5 - $72.51 $639,787 - $766,793	10,575 Added 2.3%	470,954 $28.5 Million
Q2 2022 Jul 20, 2022	BUY	$60.91 - $76.4 $366,860 - $460,157	6,023 Added 1.33%	460,379 $28.9 Million
Q1 2022 May 05, 2022	BUY	$70.66 - $80.89 $30,101 - $34,459	426 Added 0.09%	454,356 $34.5 Million
Q4 2021 Jan 18, 2022	BUY	$76.01 - $83.39 $668,203 - $733,081	8,791 Added 1.97%	453,930 $36.5 Million
Q3 2021 Oct 13, 2021	BUY	$74.65 - $80.95 $849,666 - $921,372	11,382 Added 2.62%	445,139 $34.1 Million
Q2 2021 Jul 16, 2021	BUY	$74.64 - $79.12 $1.08 Million - $1.15 Million	14,477 Added 3.45%	433,757 $34 Million
Q1 2021 Apr 14, 2021	BUY	$67.07 - $76.85 $467,477 - $535,644	6,970 Added 1.69%	419,280 $31.2 Million
Q4 2020 Jan 26, 2021	BUY	$55.93 - $68.45 $683,017 - $835,911	12,212 Added 3.05%	412,310 $28.1 Million
Q3 2020 Oct 07, 2020	BUY	$51.99 - $58.83 $82,092 - $92,892	1,579 Added 0.4%	400,098 $22.2 Million
Q2 2020 Jul 09, 2020	SELL	$39.01 - $57.03 $1.26 Million - $1.85 Million	-32,385 Reduced 7.52%	398,519 $21 Million
Q1 2020 Apr 09, 2020	SELL	$35.83 - $62.24 $1.19 Million - $2.07 Million	-33,215 Reduced 7.16%	430,904 $18.2 Million
Q4 2019 Jan 08, 2020	SELL	$54.56 - $60.24 $503,861 - $556,316	-9,235 Reduced 1.95%	464,119 $27.9 Million
Q3 2019 Oct 03, 2019	BUY	$56.23 - $57.59 $924,646 - $947,009	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

1,006

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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