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 183,170 shares of SCHV stock, worth $4.98 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

183,170

Previous 51,025 258.98%

Holding current value

$4.98 Million

Previous $4.1 Million 16.46%

% of portfolio

0.5%

Previous 0.45%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.79 - $80.4 $3.41 Million - $10.6 Million	132,145 Added 258.98%	183,170 $4.78 Million
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

848

Shares Held

141M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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