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

Nadler Financial Group, Inc.

$906 Million
Q3 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 51,025 shares of SCHV stock, worth $1.43 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

51,025

Previous 52,175 2.2%

Holding current value

$1.43 Million

Previous $3.87 Million 6.08%

% of portfolio

0.45%

Previous 0.45%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$73.43 - $80.37 $84,444 - $92,425	-1,150 Reduced 2.2%	51,025 $4.1 Million
Q2 2024 Jul 22, 2024	SELL	$71.74 - $75.86 $133,795 - $141,478	-1,865 Reduced 3.45%	52,175 $3.87 Million
Q1 2024 Apr 26, 2024	BUY	$68.82 - $75.98 $8,946 - $9,877	130 Added 0.24%	54,040 $4.11 Million
Q4 2023 Feb 02, 2024	BUY	$61.16 - $70.24 $1.06 Million - $1.22 Million	17,350 Added 47.46%	53,910 $3.78 Million
Q3 2023 Oct 24, 2023	SELL	$64.45 - $69.39 $66,383 - $71,471	-1,030 Reduced 2.74%	36,560 $2.36 Million
Q2 2023 Jul 31, 2023	SELL	$63.33 - $67.21 $10.9 Million - $11.5 Million	-171,356 Reduced 82.01%	37,590 $2.52 Million
Q1 2023 Apr 19, 2023	SELL	$62.59 - $69.3 $9.97 Million - $11 Million	-159,264 Reduced 43.25%	208,946 $13.7 Million
Q4 2022 Jan 30, 2023	BUY	$59.13 - $69.24 $2.02 Million - $2.37 Million	34,219 Added 10.25%	368,210 $24.3 Million
Q3 2022 Oct 31, 2022	SELL	$58.51 - $69.02 $77,233 - $91,106	-1,320 Reduced 0.39%	333,991 $19.5 Million
Q2 2022 Jul 20, 2022	SELL	$60.93 - $72.3 $372,769 - $442,331	-6,118 Reduced 1.79%	335,311 $20.9 Million
Q1 2022 May 05, 2022	BUY	$67.71 - $74.19 $299,345 - $327,993	4,421 Added 1.31%	341,429 $24.4 Million
Q4 2021 Jan 18, 2022	BUY	$67.9 - $73.3 $36,190 - $39,068	533 Added 0.16%	337,008 $24.7 Million
Q3 2021 Oct 13, 2021	BUY	$66.91 - $71.05 $542,506 - $576,073	8,108 Added 2.47%	336,475 $22.7 Million
Q2 2021 Jul 16, 2021	BUY	$65.81 - $69.75 $943,452 - $999,936	14,336 Added 4.57%	328,367 $22.5 Million
Q1 2021 Apr 14, 2021	BUY	$58.71 - $65.66 $980,515 - $1.1 Million	16,701 Added 5.62%	314,031 $20.5 Million
Q4 2020 Jan 26, 2021	BUY	$50.83 - $59.53 $818,515 - $958,611	16,103 Added 5.73%	297,330 $17.7 Million
Q3 2020 Oct 07, 2020	BUY	$49.44 - $54.86 $720,093 - $799,035	14,565 Added 5.46%	281,227 $14.7 Million
Q2 2020 Jul 09, 2020	BUY	$42.21 - $55.29 $400,108 - $524,093	9,479 Added 3.69%	266,662 $13.4 Million
Q1 2020 Apr 09, 2020	BUY	$38.4 - $61.03 $696,844 - $1.11 Million	18,147 Added 7.59%	257,183 $11.4 Million
Q4 2019 Jan 08, 2020	BUY	$54.73 - $60.25 $681,826 - $750,594	12,458 Added 5.5%	239,036 $14.4 Million
Q3 2019 Oct 03, 2019	BUY	$56.56 - $57.5 $569,106 - $578,565	10,062 Added 4.65%	226,578 $12.9 Million
Q2 2019 Jul 16, 2019	BUY	N/A	25,389 Added 13.28%	216,516 $12.2 Million
Q1 2019 Apr 04, 2019	SELL	N/A	-2,592 Reduced 1.34%	191,127 $10.5 Million
Q4 2018 Jan 17, 2019	BUY	N/A	16,360 Added 9.22%	193,719 $9.55 Million
Q3 2018 Oct 09, 2018	BUY	N/A	6,492 Added 3.8%	177,359 $9.95 Million
Q2 2018 Jul 10, 2018	BUY	N/A	25,725 Added 17.72%	170,867 $9.08 Million
Q1 2018 Apr 05, 2018	BUY	N/A	14,752 Added 11.31%	145,142 $7.67 Million
Q4 2017 Jan 12, 2018	BUY	N/A	5,229 Added 4.18%	130,390 $7.13 Million
Q3 2017 Oct 11, 2017	BUY	N/A	125,161	125,161 $6.49 Million

Others Institutions Holding SCHV

# of Institutions

834

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nadler Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nadler Financial Group, Inc. with notifications on news.

Account

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