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

Oldfather Financial Services, LLC

  • $262 Million
  • Q4 2024

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 13,480 shares of SCHD stock, worth $379,462. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,480
Previous 4,677 188.22%
Holding current value
$379,462
Previous $395,000 6.84%
% of portfolio
0.14%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,937
Shares Held
822M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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