Oldfather Financial Services, LLC Schwab Strategic Tr Us Small C Transaction History
Oldfather Financial Services, LLC
- $244 Million
- Q2 2024
A detailed history of Oldfather Financial Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 22,577 shares of SCHA stock, worth $1.15 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
22,577
Previous 22,650
0.32%
Holding current value
$1.15 Million
Previous $1.12 Million
3.95%
% of portfolio
0.44%
Previous 0.46%
Shares
19 transactions
Others Institutions Holding SCHA
# of Institutions
1,116Shares Held
226MCall Options Held
56KPut Options Held
18.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.9 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$610 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$537 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$439 Million0.1% of portfolio