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

Oldfather Financial Services, LLC

$262 Million
Q4 2024

A detailed history of Oldfather Financial Services, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 13,198 shares of SCHE stock, worth $370,071. This represents 0.13% of its overall portfolio holdings.

Number of Shares

13,198

Previous 12,299 7.31%

Holding current value

$370,071

Previous $358,000 1.96%

% of portfolio

0.13%

Previous 0.14%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$26.63 - $30.23 $23,940 - $27,176	899 Added 7.31%	13,198 $351,000
Q3 2024 Oct 28, 2024	BUY	$25.45 - $29.53 $7,456 - $8,652	293 Added 2.44%	12,299 $358,000
Q2 2024 Jul 24, 2024	BUY	$24.67 - $27.2 $1,184 - $1,305	48 Added 0.4%	12,006 $318,000
Q1 2024 Apr 25, 2024	SELL	$23.47 - $25.45 $5,914 - $6,413	-252 Reduced 2.06%	11,958 $301,000
Q4 2023 Jan 16, 2024	BUY	$23.04 - $24.89 $6,635 - $7,168	288 Added 2.42%	12,210 $302,000
Q3 2023 Oct 25, 2023	BUY	$23.83 - $26.11 $2,144 - $2,349	90 Added 0.76%	11,922 $285,000
Q2 2023 Jul 27, 2023	BUY	$23.66 - $25.54 $544 - $587	23 Added 0.19%	11,832 $291,000
Q1 2023 May 01, 2023	SELL	$23.32 - $26.39 $23 - $26	-1 Reduced 0.01%	11,809 $289,000
Q4 2022 Feb 02, 2023	BUY	$21.59 - $24.95 $5,894 - $6,811	273 Added 2.37%	11,810 $279,000
Q3 2022 Oct 14, 2022	BUY	$22.4 - $25.83 $27,619 - $31,848	1,233 Added 11.97%	11,537 $258,000
Q2 2022 Jul 28, 2022	SELL	$24.51 - $28.87 $5,245 - $6,178	-214 Reduced 2.03%	10,304 $259,000
Q1 2022 Apr 29, 2022	BUY	$25.61 - $30.82 $14,674 - $17,659	573 Added 5.76%	10,518 $276,000
Q4 2021 Feb 17, 2022	BUY	$28.68 - $31.96 $4,015 - $4,474	140 Added 1.43%	9,945 $304,000
Q3 2021 Nov 15, 2021	BUY	$29.81 - $32.7 $7,661 - $8,403	257 Added 2.69%	9,805 $311,000
Q2 2021 Aug 11, 2021	BUY	$31.06 - $33.61 $47,552 - $51,456	1,531 Added 19.1%	9,548 $298,000
Q1 2021 Apr 09, 2021	BUY	$30.78 - $34.63 $246,763 - $277,628	8,017 New	8,017 $257,000

Others Institutions Holding SCHE

# of Institutions

826

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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