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
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio