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

Oldfather Financial Services, LLC

$329 Million
Q4 2025

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 12,305 shares of SCHG stock, worth $396,959. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,305

Previous 12,898 4.6%

Holding current value

$396,959

Previous $411,000 3.65%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$31.41 - $33.69 $18,626 - $19,978	-593 Reduced 4.6%	12,305 $396,000
Q3 2025 Oct 16, 2025	BUY	$28.92 - $32.19 $48,209 - $53,660	1,667 Added 14.84%	12,898 $411,000
Q2 2025 Jul 10, 2025	BUY	$22.27 - $29.21 $1,536 - $2,015	69 Added 0.62%	11,231 $328,000
Q1 2025 May 01, 2025	SELL	$24.91 - $29.02 $9,341 - $10,882	-375 Reduced 3.25%	11,162 $279,000
Q4 2024 Jan 16, 2025	BUY	$25.93 - $105.3 $224,372 - $911,160	8,653 Added 300.03%	11,537 $321,000

Q2 2024 Jul 24, 2024	SELL	$87.04 - $101.61 $17,408 - $20,322	-200 Reduced 6.49%	2,884 $290,000
Q4 2023 Jan 16, 2024	BUY	$70.08 - $83.37 $70 - $83	1 Added 0.03%	3,084 $255,000
Q1 2023 May 01, 2023	BUY	$54.19 - $65.17 $167,067 - $200,919	3,083 New	3,083 $200,000

Others Institutions Holding SCHG

# of Institutions

1,694

Shares Held

857M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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