Number of Shares
736,441.00
Current Holdings Value*
$18.43 Mil
% of Portfolio
8.31%
Total Estimate Gain
$-6.66 Mil
% of Total Estimate Gain
-23.34%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 736,441.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $18.43 Mil. This investment constitutes 8.31% of their stock portfolio, and KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2021Q4. And since then KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT has made 7 purchases of SCHG, at an average price of $38.73, for a total of 736,441.00 shares. Based on historical transaction data and SCHG's current price of $29.69, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's estimated gain on his SCHG holdings is $-6.66 Mil, reflecting a -23.34% gain to date.

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT SCHG ($29.69) Holding Chart

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT SCHG ($29.69) 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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