Oldfather Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Oldfather Financial Services, LLC
- $262 Million
- Q4 2024
A detailed history of Oldfather Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 53,010 shares of SCHM stock, worth $1.4 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
53,010
Previous 17,891
196.29%
Holding current value
$1.4 Million
Previous $1.49 Million
1.21%
% of portfolio
0.56%
Previous 0.57%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio