Oldfather Financial Services, LLC Schwab Strategic Tr Us Emergin Transaction History
Oldfather Financial Services, LLC
- $244 Million
- Q2 2024
A detailed history of Oldfather Financial Services, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 12,006 shares of SCHE stock, worth $359,459. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,006
Previous 11,958
0.4%
Holding current value
$359,459
Previous $301,000
5.65%
% of portfolio
0.13%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio