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

Nadler Financial Group, Inc.

$949 Million
Q4 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 1,971,311 shares of SCHG stock, worth $54 Million. This represents 5.79% of its overall portfolio holdings.

Number of Shares

1,971,311

Previous 485,658 305.91%

Holding current value

$54 Million

Previous $50.6 Million 8.59%

% of portfolio

5.79%

Previous 5.58%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.93 - $105.3 $38.5 Million - $156 Million	1,485,653 Added 305.91%	1,971,311 $54.9 Million
Q3 2024 Oct 28, 2024	BUY	$92.63 - $105.69 $402,292 - $459,011	4,343 Added 0.9%	485,658 $50.6 Million
Q2 2024 Jul 22, 2024	BUY	$87.04 - $101.61 $818,524 - $955,540	9,404 Added 1.99%	481,315 $48.5 Million
Q1 2024 Apr 26, 2024	BUY	$80.6 - $93.32 $456,840 - $528,937	5,668 Added 1.22%	471,911 $43.8 Million
Q4 2023 Feb 02, 2024	SELL	$70.08 - $83.37 $675,711 - $803,853	-9,642 Reduced 2.03%	466,243 $38.7 Million
Q3 2023 Oct 24, 2023	BUY	$71.99 - $78.02 $296,526 - $321,364	4,119 Added 0.87%	475,885 $34.6 Million
Q2 2023 Jul 31, 2023	SELL	$63.6 - $74.95 $258,852 - $305,046	-4,070 Reduced 0.86%	471,766 $35.4 Million
Q1 2023 Apr 19, 2023	BUY	$54.19 - $65.17 $665,995 - $800,939	12,290 Added 2.65%	475,836 $31 Million
Q4 2022 Jan 30, 2023	BUY	$54.31 - $60.76 $3.6 Million - $4.02 Million	66,243 Added 16.67%	463,546 $25.8 Million
Q3 2022 Oct 31, 2022	BUY	$55.81 - $69.25 $648,177 - $804,269	11,614 Added 3.01%	397,303 $22.2 Million
Q2 2022 Jul 20, 2022	BUY	$55.73 - $76.55 $1.85 Million - $2.55 Million	33,257 Added 9.44%	385,689 $22.4 Million
Q1 2022 May 05, 2022	BUY	$65.63 - $82.62 $12.3 Million - $15.5 Million	187,187 Added 113.28%	352,432 $26.4 Million
Q4 2021 Jan 18, 2022	BUY	$73.11 - $83.4 $163,181 - $186,148	2,232 Added 1.37%	165,245 $27.1 Million
Q3 2021 Oct 13, 2021	SELL	$73.24 - $78.94 $325,698 - $351,046	-4,447 Reduced 2.66%	163,013 $24.1 Million
Q2 2021 Jul 16, 2021	BUY	$65.3 - $73.24 $568,371 - $637,480	8,704 Added 5.48%	167,460 $24.4 Million
Q1 2021 Apr 14, 2021	BUY	$61.41 - $68.35 $302,751 - $336,965	4,930 Added 3.2%	158,756 $20.6 Million
Q4 2020 Jan 26, 2021	BUY	$55.95 - $64.38 $286,575 - $329,754	5,122 Added 3.44%	153,826 $19.8 Million
Q3 2020 Oct 07, 2020	BUY	$51.42 - $61.56 $332,327 - $397,862	6,463 Added 4.54%	148,704 $17.1 Million
Q2 2020 Jul 09, 2020	BUY	$37.99 - $51.32 $16,943 - $22,888	446 Added 0.31%	142,241 $14.4 Million
Q1 2020 Apr 09, 2020	BUY	$34.6 - $51.17 $4,290 - $6,345	124 Added 0.09%	141,795 $11.3 Million
Q4 2019 Jan 08, 2020	BUY	$40.97 - $46.72 $205,136 - $233,927	5,007 Added 3.66%	141,671 $13.2 Million
Q3 2019 Oct 03, 2019	BUY	$41.7 - $42.86 $326,636 - $335,722	7,833 Added 6.08%	136,664 $11.5 Million
Q2 2019 Jul 16, 2019	BUY	N/A	16,506 Added 14.69%	128,831 $10.7 Million
Q1 2019 Apr 04, 2019	SELL	N/A	-13,792 Reduced 10.94%	112,325 $8.92 Million
Q4 2018 Jan 17, 2019	BUY	N/A	8,404 Added 7.14%	126,117 $8.69 Million
Q3 2018 Oct 09, 2018	BUY	N/A	2,503 Added 2.17%	117,713 $9.66 Million
Q2 2018 Jul 10, 2018	BUY	N/A	10,352 Added 9.87%	115,210 $8.73 Million
Q1 2018 Apr 05, 2018	BUY	N/A	5,627 Added 5.67%	104,858 $7.52 Million
Q4 2017 Jan 12, 2018	BUY	N/A	3,393 Added 3.54%	99,231 $7.02 Million
Q3 2017 Oct 11, 2017	BUY	N/A	95,838	95,838 $6.33 Million

Others Institutions Holding SCHG

# of Institutions

1,465

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

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