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Disclosery

Oldfather Financial Services, LLC: SCHX position timeline

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

Oldfather Financial Services, LLC held 72,170 SCHX 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 72,170 shares
    Change vs previous 13F +1,965 shares

    0.58% of the 13F portfolio, value $1,942,099.

    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 70,205 shares
    Change vs previous 13F +1,022 shares

    0.58% of the 13F portfolio, value $1,849,200.

    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 69,183 shares
    Change vs previous 13F -355 shares

    0.58% of the 13F portfolio, value $1,690,826.

    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 69,538 shares
    Change vs previous 13F +1,401 shares

    0.58% of the 13F portfolio, value $1,535,403.

    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 68,137 shares
    Change vs previous 13F +45,227 shares

    0.6% of the 13F portfolio, value $1,579,406.

    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 22,910 shares
    Change vs previous 13F +53 shares

    0.6% of the 13F portfolio, value $1,554,446.

    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 22,857 shares
    Change vs previous 13F -514 shares

    0.6% of the 13F portfolio, value $1,468,563.

    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 23,371 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,450,405.

    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).