A detailed history of Oldfather Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 2,884 shares of SCHG stock, worth $296,590. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,884
Previous 3,084 6.49%
Holding current value
$296,590
Previous $285,000 1.75%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$87.04 - $101.61 $17,408 - $20,322
-200 Reduced 6.49%
2,884 $290,000
Q4 2023

Jan 16, 2024

BUY
$70.08 - $83.37 $70 - $83
1 Added 0.03%
3,084 $255,000
Q1 2023

May 01, 2023

BUY
$54.19 - $65.17 $167,067 - $200,919
3,083 New
3,083 $200,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Oldfather Financial Services, LLC Portfolio

Follow Oldfather Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oldfather Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oldfather Financial Services, LLC with notifications on news.