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

Oldfather Financial Services, LLC

$260 Million
Q3 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 22,910 shares of SCHX stock, worth $531,512. This represents 0.6% of its overall portfolio holdings.

Number of Shares

22,910

Previous 22,857 0.23%

Holding current value

$531,512

Previous $1.47 Million 5.86%

% of portfolio

0.6%

Previous 0.6%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,350

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oldfather Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oldfather Financial Services, LLC with notifications on news.

Account

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