Oldfather Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History
Oldfather Financial Services, LLC
- $260 Million
- Q3 2024
A detailed history of Oldfather Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 2,884 shares of SCHG stock, worth $82,136. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,884
Previous 2,884
-0.0%
Holding current value
$82,136
Previous $290,000
3.45%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$312 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$278 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$138 Million5.48% of portfolio