Oldfather Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History
Oldfather Financial Services, LLC
- $262 Million
- Q4 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 11,537 shares of SCHG stock, worth $296,270. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,537
Previous 2,884
300.03%
Holding current value
$296,270
Previous $300,000
7.0%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,477Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.2 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.01 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$980 Million1.41% of portfolio