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Oldfather Financial Services, LLC: SCHM position timeline

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

Oldfather Financial Services, LLC held 54,712 SCHM 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 54,712 shares
    Change vs previous 13F +1,034 shares

    0.49% of the 13F portfolio, value $1,645,203.

    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 53,678 shares
    Change vs previous 13F +214 shares

    0.5% of the 13F portfolio, value $1,591,027.

    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 53,464 shares
    Change vs previous 13F -1,544 shares

    0.52% of the 13F portfolio, value $1,499,660.

    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 55,008 shares
    Change vs previous 13F +1,998 shares

    0.55% of the 13F portfolio, value $1,441,202.

    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 53,010 shares
    Change vs previous 13F +35,119 shares

    0.56% of the 13F portfolio, value $1,468,908.

    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 17,891 shares
    Change vs previous 13F +422 shares

    0.57% of the 13F portfolio, value $1,486,534.

    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 17,469 shares
    Change vs previous 13F +181 shares

    0.56% of the 13F portfolio, value $1,359,598.

    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 17,288 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,407,747.

    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).