Oldfather Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Oldfather Financial Services, LLC

$329 Million
Q4 2025

A detailed history of Oldfather Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 17,454 shares of SCHD stock, worth $475,446. This represents 0.14% of its overall portfolio holdings.

Number of Shares

17,454

Previous 18,260 4.41%

Holding current value

$475,446

Previous $498,000 4.62%

% of portfolio

0.14%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$26.44 - $27.53 $21,310 - $22,189	-806 Reduced 4.41%	17,454 $475,000
Q3 2025 Oct 16, 2025	SELL	$26.38 - $27.95 $6,304 - $6,680	-239 Reduced 1.29%	18,260 $498,000
Q2 2025 Jul 10, 2025	SELL	$24.32 - $27.87 $62,356 - $71,458	-2,564 Reduced 12.17%	18,499 $490,000
Q1 2025 May 01, 2025	BUY	$27.01 - $28.54 $204,816 - $216,418	7,583 Added 56.25%	21,063 $588,000
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $237,064 - $747,814	8,803 Added 188.22%	13,480 $368,000

Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $10,936 - $12,078	142 Added 3.13%	4,677 $395,000
Q2 2024 Jul 24, 2024	BUY	$75.81 - $80.15 $6,368 - $6,732	84 Added 1.89%	4,535 $352,000
Q1 2024 Apr 25, 2024	BUY	$75.25 - $80.63 $334,937 - $358,884	4,451 New	4,451 $358,000

Others Institutions Holding SCHD

# of Institutions

2,061

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Oldfather Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History