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Oldfather Financial Services, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oldfather Financial Services, LLC on SCHA, newest first. How the timeline and the estimate are built.

Oldfather Financial Services, LLC held 60,371 SCHA shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 60,371 shares
    Change vs previous 13F -629 shares

    0.51% of the 13F portfolio, value $1,719,376.

    13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 61,000 shares
    Change vs previous 13F +34 shares

    0.53% of the 13F portfolio, value $1,701,907.

    13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 60,966 shares
    Change vs previous 13F +16,392 shares

    0.53% of the 13F portfolio, value $1,542,442.

    13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 44,574 shares
    Change vs previous 13F +2,732 shares

    0.4% of the 13F portfolio, value $1,044,366.

    13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 41,842 shares
    Change vs previous 13F +21,048 shares

    0.41% of the 13F portfolio, value $1,082,046.

    13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 20,794 shares
    Change vs previous 13F -1,783 shares

    0.41% of the 13F portfolio, value $1,070,883.

    13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 22,577 shares
    Change vs previous 13F -73 shares

    0.44% of the 13F portfolio, value $1,071,265.

    13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 22,650 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,115,272.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).