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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT → SCHW-PJ
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
45
Latest value
$3.2M
Q3 2026
Peak value
$31.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $25.7M |
| Q3 2025 | $18.9M |
| Q3 2025 | $915K |
| Q3 2025 | $464K |
| Q3 2025 | $22M |
| Q3 2025 | $4.1M |
| Q3 2025 | $2.7M |
| Q4 2025 | $1.8M |
| Q4 2025 | $27.1M |
| Q4 2025 | $20.1M |
| Q4 2025 | $939K |
| Q4 2025 | $461K |
| Q4 2025 | $24.8M |
| Q4 2025 | $295K |
| Q4 2025 | $4.4M |
| Q4 2025 | $2.9M |
| Q1 2026 | $1.7M |
| Q1 2026 | $24.6M |
| Q1 2026 | $21M |
| Q1 2026 | $965K |
| Q1 2026 | $454K |
| Q1 2026 | $27.1M |
| Q1 2026 | $3.5M |
| Q1 2026 | $5.1M |
| Q1 2026 | $3M |
| Q2 2026 | $2M |
| Q2 2026 | $29.2M |
| Q2 2026 | $24.4M |
| Q2 2026 | $560K |
| Q2 2026 | $1.2M |
| Q2 2026 | $508K |
| Q2 2026 | $29.9M |
| Q2 2026 | $12.3M |
| Q2 2026 | $5.3M |
| Q2 2026 | $3.4M |
| Q3 2026 | $2M |
| Q3 2026 | $31.4M |
| Q3 2026 | $23.5M |
| Q3 2026 | $1.1M |
| Q3 2026 | $491K |
| Q3 2026 | $31.4M |
| Q3 2026 | $18.4M |
| Q3 2026 | $5.5M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 117.8K | — | — |
| Q3 2026 | $5.5M | 168.8K | — | — |
| Q3 2026 | $18.4M | 584.7K | — | — |
| Q3 2026 | $31.4M | 584.9K | — | — |
| Q3 2026 | $491K | 13.5K | — | — |
| Q3 2026 | $1.1M | 32.2K | — | — |
| Q3 2026 | $23.5M | 706.2K | — | — |
| Q3 2026 | $31.4M | 874.2K | — | — |
| Q3 2026 | $2M | 66.7K | — | — |
| Q2 2026 | $3.4M | 121.5K | — | — |
| Q2 2026 | $5.3M | 166.0K | — | — |
| Q2 2026 | $12.3M | 396.0K | — | — |
| Q2 2026 | $29.9M | 566.7K | — | — |
| Q2 2026 | $508K | 14.0K | — | — |
| Q2 2026 | $1.2M | 33.3K | — | — |
| Q2 2026 | $560K | 15.2K | — | — |
| Q2 2026 | $24.4M | 699.9K | — | — |
| Q2 2026 | $29.2M | 862.2K | — | — |
| Q2 2026 | $2M | 67.7K | — | — |
| Q1 2026 | $3M | 120.1K | — | — |
| Q1 2026 | $5.1M | 166.9K | — | — |
| Q1 2026 | $3.5M | 127.2K | — | — |
| Q1 2026 | $27.1M | 554.2K | — | — |
| Q1 2026 | $454K | 13.8K | — | — |
| Q1 2026 | $965K | 33.2K | — | — |
| Q1 2026 | $21M | 687.3K | — | — |
| Q1 2026 | $24.6M | 845.5K | — | — |
| Q1 2026 | $1.7M | 67.8K | — | — |
| Q4 2025 | $2.9M | 120.8K | — | — |
| Q4 2025 | $4.4M | 160.1K | — | — |
| Q4 2025 | $295K | 10.8K | — | — |
| Q4 2025 | $24.8M | 548.3K | — | — |
| Q4 2025 | $461K | 14.1K | — | — |
| Q4 2025 | $939K | 33.0K | — | — |
| Q4 2025 | $20.1M | 680.3K | — | — |
| Q4 2025 | $27.1M | 830.5K | — | — |
| Q4 2025 | $1.8M | 69.2K | — | — |
| Q3 2025 | $2.7M | 117.7K | — | — |
| Q3 2025 | $4.1M | 150.8K | — | — |
| Q3 2025 | $22M | 511.8K | — | — |
| Q3 2025 | $464K | 13.9K | — | — |
| Q3 2025 | $915K | 32.8K | — | — |
| Q3 2025 | $18.9M | 649.6K | — | — |
| Q3 2025 | $25.7M | 804.8K | — | — |
| Q3 2025 | $1.8M | 71.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B