KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT SCHG Holdings History
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 $30.06, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's estimated gain on his SCHG holdings is $-6.38 Mil, reflecting a -22.38% gain to date.
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT SCHG ($30.06) Holding Chart
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT SCHG ($30.06) 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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