Oldfather Financial Services, LLC Schwab Us Aggregate Bond ETF Transaction History
Oldfather Financial Services, LLC
- $244 Million
- Q2 2024
A detailed history of Oldfather Financial Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 34,709 shares of SCHZ stock, worth $1.65 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
34,709
Previous 33,540
3.49%
Holding current value
$1.65 Million
Previous $1.54 Million
2.59%
% of portfolio
0.65%
Previous 0.63%
Shares
19 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio