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

Oldfather Financial Services, LLC

$320 Million
Q3 2025

A detailed history of Oldfather Financial Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 61,000 shares of SCHA stock, worth $1.67 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

61,000

Previous 60,966 0.06%

Holding current value

$1.67 Million

Previous $1.54 Million 10.31%

% of portfolio

0.53%

Previous 0.53%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$25.29 - $28.33 $859 - $963	34 Added 0.06%	61,000 $1.7 Million
Q2 2025 Jul 10, 2025	BUY	$20.42 - $25.3 $334,724 - $414,717	16,392 Added 36.77%	60,966 $1.54 Million
Q1 2025 May 01, 2025	BUY	$23.16 - $27.04 $63,273 - $73,873	2,732 Added 6.53%	44,574 $1.04 Million
Q4 2024 Jan 16, 2025	BUY	$25.33 - $51.16 $533,145 - $1.08 Million	21,048 Added 101.22%	41,842 $1.08 Million
Q3 2024 Oct 28, 2024	SELL	$46.9 - $51.96 $83,622 - $92,644	-1,783 Reduced 7.9%	20,794 $1.07 Million

Q2 2024 Jul 24, 2024	SELL	$45.24 - $49.04 $3,302 - $3,579	-73 Reduced 0.32%	22,577 $1.07 Million
Q1 2024 Apr 25, 2024	SELL	$44.84 - $49.24 $19,281 - $21,173	-430 Reduced 1.86%	22,650 $1.12 Million
Q4 2023 Jan 16, 2024	SELL	$38.13 - $48.02 $15,633 - $19,688	-410 Reduced 1.75%	23,080 $1.09 Million
Q3 2023 Oct 25, 2023	SELL	$40.85 - $46.1 $571 - $645	-14 Reduced 0.06%	23,490 $972,000
Q2 2023 Jul 27, 2023	BUY	$39.91 - $43.82 $162,194 - $178,084	4,064 Added 20.91%	23,504 $1.03 Million
Q1 2023 May 01, 2023	SELL	$39.82 - $46.36 $5,813 - $6,768	-146 Reduced 0.75%	19,440 $815,000
Q4 2022 Feb 02, 2023	SELL	$38.25 - $43.54 $9,027 - $10,275	-236 Reduced 1.19%	19,586 $793,000
Q3 2022 Oct 14, 2022	BUY	$37.65 - $45.9 $16,114 - $19,645	428 Added 2.21%	19,822 $749,000
Q2 2022 Jul 28, 2022	BUY	$37.88 - $48.01 $96,934 - $122,857	2,559 Added 15.2%	19,394 $816,000
Q1 2022 Apr 29, 2022	BUY	$44.42 - $51.73 $378,724 - $441,049	8,526 Added 102.61%	16,835 $747,000
Q4 2021 Feb 17, 2022	BUY	$48.64 - $55.07 $36,285 - $41,082	746 Added 9.86%	8,309 $796,000
Q3 2021 Nov 15, 2021	BUY	$48.3 - $52.49 $9,708 - $10,550	201 Added 2.73%	7,563 $825,000
Q2 2021 Aug 11, 2021	BUY	$48.39 - $52.91 $9,339 - $10,211	193 Added 2.69%	7,362 $751,000
Q1 2021 Apr 09, 2021	BUY	$43.89 - $52.63 $102,439 - $122,838	2,334 Added 48.27%	7,169 $723,000
Q4 2020 Feb 08, 2021	BUY	$34.66 - $45.17 $866 - $1,129	25 Added 0.52%	4,835 $0
Q3 2020 Oct 16, 2020	BUY	$32.09 - $36.38 $7,027 - $7,967	219 Added 4.77%	4,810 $354,000
Q2 2020 Jul 31, 2020	SELL	$23.59 - $35.22 $1,604 - $2,394	-68 Reduced 1.46%	4,591 $315,000
Q1 2020 May 13, 2020	BUY	$22.29 - $38.7 $40,545 - $70,395	1,819 Added 64.05%	4,659 $269,000
Q4 2019 Jan 30, 2020	BUY	$33.63 - $38.03 $95,509 - $108,005	2,840 New	2,840 $213,000

Others Institutions Holding SCHA

# of Institutions

1,325

Shares Held

260M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

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 Small C Transaction History