Oldfather Financial Services, LLC Schwab Strategic Tr Us Large 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 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
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.09 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$936 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$934 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$462 Million14.61% of portfolio