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 68,137 shares of SCHX stock, worth $1.62 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

68,137

Previous 22,910 197.41%

Holding current value

$1.62 Million

Previous $1.55 Million 1.61%

% of portfolio

0.6%

Previous 0.6%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $1.01 Million - $3.09 Million	45,227 Added 197.41%	68,137 $1.58 Million
Q3 2024 Oct 28, 2024	BUY	$61.11 - $67.85 $3,238 - $3,596	53 Added 0.23%	22,910 $1.55 Million
Q2 2024 Jul 24, 2024	SELL	$58.7 - $64.78 $30,171 - $33,296	-514 Reduced 2.2%	22,857 $1.47 Million
Q1 2024 Apr 25, 2024	SELL	$55.41 - $62.08 $179,971 - $201,635	-3,248 Reduced 12.2%	23,371 $1.45 Million
Q4 2023 Jan 16, 2024	SELL	$48.47 - $56.6 $9,645 - $11,263	-199 Reduced 0.74%	26,619 $1.5 Million
Q3 2023 Oct 25, 2023	SELL	$50.36 - $54.21 $2,316 - $2,493	-46 Reduced 0.17%	26,818 $1.36 Million
Q2 2023 Jul 27, 2023	SELL	$47.67 - $52.37 $7,817 - $8,588	-164 Reduced 0.61%	26,864 $1.41 Million
Q1 2023 May 01, 2023	SELL	$44.78 - $49.41 $761 - $839	-17 Reduced 0.06%	27,028 $1.31 Million
Q4 2022 Feb 02, 2023	SELL	$42.25 - $48.16 $37,940 - $43,247	-898 Reduced 3.21%	27,045 $1.22 Million
Q3 2022 Oct 14, 2022	SELL	$42.35 - $51.01 $5,293 - $6,376	-125 Reduced 0.45%	27,943 $1.18 Million
Q2 2022 Jul 28, 2022	BUY	$43.35 - $54.51 $38,408 - $48,295	886 Added 3.26%	28,068 $1.33 Million
Q1 2022 Apr 29, 2022	BUY	$49.51 - $57.27 $712,894 - $824,630	14,399 Added 112.64%	27,182 $1.38 Million
Q4 2021 Feb 17, 2022	BUY	$51.9 - $57.29 $48,837 - $53,909	941 Added 7.95%	12,783 $1.36 Million
Q3 2021 Nov 15, 2021	SELL	$51.52 - $54.94 $6,749 - $7,197	-131 Reduced 1.09%	11,842 $1.34 Million
Q2 2021 Aug 11, 2021	BUY	$48.62 - $52.01 $8,800 - $9,413	181 Added 1.53%	11,973 $1.29 Million
Q1 2021 Apr 09, 2021	BUY	$44.9 - $48.34 $231,055 - $248,757	5,146 Added 77.43%	11,792 $1.17 Million
Q4 2020 Feb 08, 2021	BUY	$39.35 - $45.48 $40,255 - $46,526	1,023 Added 18.19%	6,646 $0
Q3 2020 Oct 16, 2020	SELL	$37.26 - $43.03 $7,042 - $8,132	-189 Reduced 3.25%	5,623 $473,000
Q2 2020 Jul 31, 2020	SELL	$29.25 - $38.76 $2,866 - $3,798	-98 Reduced 1.66%	5,812 $453,000
Q1 2020 May 13, 2020	BUY	$26.61 - $40.52 $11,681 - $17,788	439 Added 8.02%	5,910 $404,000
Q4 2019 Jan 30, 2020	BUY	$34.42 - $38.54 $188,311 - $210,852	5,471 New	5,471 $427,000

Others Institutions Holding SCHX

# of Institutions

1,355

Shares Held

389M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Oldfather Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History