Oldfather Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Oldfather Financial Services, LLC

  • $244 Million
  • Q2 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 17,469 shares of SCHM stock, worth $1.41 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
17,469
Previous 17,288 1.05%
Holding current value
$1.41 Million
Previous $1.41 Million 3.41%
% of portfolio
0.56%
Previous 0.58%

Shares

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

Jul 24, 2024
BUY
$75.69 - $81.19 $13,699 - $14,695
181 Added 1.05%
17,469 $1.36 Million
Q1 2024

Apr 25, 2024
SELL
$72.89 - $81.43 $15,598 - $17,426
-214 Reduced 1.22%
17,288 $1.41 Million
Q4 2023

Jan 16, 2024
BUY
$63.01 - $75.95 $19,155 - $23,088
304 Added 1.77%
17,502 $1.32 Million
Q3 2023

Oct 25, 2023
SELL
$66.75 - $73.98 $100,926 - $111,857
-1,512 Reduced 8.08%
17,198 $1.16 Million
Q2 2023

Jul 27, 2023
BUY
$65.29 - $71.03 $90,948 - $98,944
1,393 Added 8.04%
18,710 $1.33 Million
Q1 2023

May 01, 2023
BUY
$64.24 - $73.9 $60,514 - $69,613
942 Added 5.75%
17,317 $1.17 Million
Q4 2022

Feb 02, 2023
BUY
$64.3 - $69.94 $19,868 - $21,611
309 Added 1.92%
16,375 $1.07 Million
Q3 2022

Oct 14, 2022
BUY
N/A
650 Added 4.22%
16,066 $972,000
Q2 2022

Jul 28, 2022
BUY
N/A
1,174 Added 8.24%
15,416 $1.04 Million
Q1 2022

Apr 29, 2022
BUY
N/A
275 Added 1.97%
14,242 $1.03 Million
Q4 2021

Feb 17, 2022
BUY
N/A
1,423 Added 11.34%
13,967 $1.07 Million
Q3 2021

Nov 15, 2021
BUY
N/A
64 Added 0.51%
12,544 $1.04 Million
Q2 2021

Aug 11, 2021
BUY
N/A
198 Added 1.61%
12,480 $984,000
Q1 2021

Apr 09, 2021
BUY
N/A
3,008 Added 32.43%
12,282 $934,000
Q4 2020

Feb 08, 2021
BUY
N/A
358 Added 4.02%
9,274 $0
Q3 2020

Oct 16, 2020
BUY
N/A
31 Added 0.35%
8,916 $526,000
Q2 2020

Jul 31, 2020
BUY
N/A
10 Added 0.11%
8,885 $493,000
Q1 2020

May 13, 2020
BUY
N/A
2,432 Added 37.75%
8,875 $420,000
Q4 2019

Jan 30, 2020
BUY
N/A
6,443 New
6,443 $389,000

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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