Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Small C Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$205 Billion
Q3 2024

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 19,823 shares of SCHA stock, worth $507,865. This represents 0.5% of its overall portfolio holdings.

Number of Shares

19,823

Previous 20,318 2.44%

Holding current value

$507,865

Previous $964 Million 5.89%

% of portfolio

0.5%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$46.9 - $51.96 $23,215 - $25,720	-495 Reduced 2.44%	19,823 $1.02 Billion
Q2 2024 Oct 03, 2024	SELL	$45.24 - $49.04 $56,459 - $61,201	-1,248 Reduced 5.79%	20,318 $964 Million
Q1 2024 Oct 03, 2024	SELL	$44.84 - $49.24 $118,018 - $129,599	-2,632 Reduced 10.88%	21,566 $1.06 Billion
Q4 2023 Oct 03, 2024	SELL	$38.13 - $48.02 $49,340 - $62,137	-1,294 Reduced 5.08%	24,198 $1.14 Billion
Q4 2022 Oct 03, 2024	BUY	$38.25 - $43.54 $516,451 - $587,877	13,502 Added 112.61%	25,492 $1.03 Billion
Q4 2021 Oct 03, 2024	BUY	$48.64 - $55.07 $583,193 - $660,289	11,990 New	11,990 $1.23 Billion

Others Institutions Holding SCHA

# of Institutions

1,131

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Small C Transaction History