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Disclosery

Oldfather Financial Services, LLC: SCHG position timeline

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

Oldfather Financial Services, LLC held 12,305 SCHG 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 12,305 shares
    Change vs previous 13F -593 shares

    0.12% of the 13F portfolio, value $401,395.

    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 12,898 shares
    Change vs previous 13F +1,667 shares

    0.13% of the 13F portfolio, value $411,577.

    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 11,231 shares
    Change vs previous 13F +69 shares

    0.11% of the 13F portfolio, value $328,056.

    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 11,162 shares
    Change vs previous 13F -375 shares

    0.11% of the 13F portfolio, value $279,506.

    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 11,537 shares
    Change vs previous 13F +8,653 shares

    0.12% of the 13F portfolio, value $321,528.

    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 2,884 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $300,461.

    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 2,884 shares
    Change vs previous 13F -200 shares

    0.12% of the 13F portfolio, value $290,796.

    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 3,084 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $285,924.

    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).