Nadler Financial Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Nadler Financial Group, Inc.
- $1.05 Billion
- Q3 2025
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 359,117 shares of SCHM stock, worth $10.5 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
359,117
Previous 361,614
0.69%
Holding current value
$10.5 Million
Previous $10.1 Million
4.94%
% of portfolio
1.02%
Previous 1.04%
Shares
33 transactions
Others Institutions Holding SCHM
# of Institutions
1,063Shares Held
282MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio