Keeler & Nadler Financial Planning & Wealth Management Schwab Strategic Tr Us Emergin Transaction History
Keeler & Nadler Financial Planning & Wealth Management
- $213 Billion
- Q4 2024
A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 16,645 shares of SCHE stock, worth $469,222. This represents 0.21% of its overall portfolio holdings.
Number of Shares
16,645
Previous 17,005
2.12%
Holding current value
$469,222
Previous $496 Million
10.67%
% of portfolio
0.21%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$576 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$527 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$236 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$98 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$67 Million0.14% of portfolio