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Disclosery

Oldfather Financial Services, LLC: SCHZ position timeline

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

Oldfather Financial Services, LLC held 97,111 SCHZ 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 97,111 shares
    Change vs previous 13F -104 shares

    0.68% of the 13F portfolio, value $2,269,492.

    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 97,215 shares
    Change vs previous 13F +70 shares

    0.71% of the 13F portfolio, value $2,281,632.

    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 97,145 shares
    Change vs previous 13F +8,379 shares

    0.78% of the 13F portfolio, value $2,257,652.

    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 88,766 shares
    Change vs previous 13F +4,728 shares

    0.78% of the 13F portfolio, value $2,055,817.

    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 84,038 shares
    Change vs previous 13F +48,600 shares

    0.73% of the 13F portfolio, value $1,907,663.

    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 35,438 shares
    Change vs previous 13F +729 shares

    0.65% of the 13F portfolio, value $1,683,991.

    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 34,709 shares
    Change vs previous 13F +1,169 shares

    0.65% of the 13F portfolio, value $1,582,043.

    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 33,540 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,542,853.

    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).