KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT SCHV Holdings History
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 599,243.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $15.77 Mil. This investment constitutes 7.11% of their stock portfolio, and KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT now holds 0.13% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2021Q4. And since then KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT has made 7 purchases of SCHV, at an average price of $39.31, for a total of 599,243.00 shares. Based on historical transaction data and SCHV's current price of $28.16, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's estimated gain on his SCHV holdings is $-6.68 Mil, reflecting a -28.36% gain to date.
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT SCHV ($28.16) Holding Chart
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT SCHV ($28.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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