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Oldfather Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Oldfather Financial Services’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.72M Sell
60,371
-629
-1% -$17.8K 0.51% 29
2025
Q3 		$1.7M Buy
61,000
+34
+0.1% +$909 0.53% 27
2025
Q2 		$1.54M Buy
60,966
+16,392
+37% +$388K 0.53% 28
2025
Q1 		$1.04M Buy
44,574
+2,732
+7% +$69.6K 0.4% 32
2024
Q4 		$1.08M Buy
41,842
+254
+0.6% +$6.76K 0.41% 31
2024
Q3 		$1.07M Sell
41,588
-3,566
-8% -$88.5K 0.41% 30
2024
Q2 		$1.07M Sell
45,154
-146
-0.3% -$3.46K 0.44% 30
2024
Q1 		$1.12M Sell
45,300
-860
-2% -$20.1K 0.46% 28
2023
Q4 		$1.09M Sell
46,160
-820
-2% -$17.3K 0.49% 28
2023
Q3 		$973K Sell
46,980
-28
-0.1% -$614 0.49% 28
2023
Q2 		$1.03M Buy
47,008
+8,128
+21% +$169K 0.5% 27
2023
Q1 		$815K Sell
38,880
-292
-0.7% -$6.28K 0.42% 31
2022
Q4 		$793K Sell
39,172
-472
-1% -$9.67K 0.45% 31
2022
Q3 		$749K Buy
39,644
+856
+2% +$17.9K 0.47% 29
2022
Q2 		$816K Buy
38,788
+5,118
+15% +$109K 0.47% 30
2022
Q1 		$747K Buy
33,670
+434
+1% +$10.2K 0.41% 34
2021
Q4 		$796K Buy
33,236
+2,984
+10% +$77.2K 0.42% 32
2021
Q3 		$825K Buy
30,252
+804
+3% +$20.4K 0.42% 31
2021
Q2 		$751K Buy
29,448
+772
+3% +$19.7K 0.41% 30
2021
Q1 		$723K Buy
28,676
+9,336
+48% +$230K 0.42% 30
2020
Q4 		$480K Buy
19,340
+100
+0.5% +$1.99K 0.28% 45
2020
Q3 		$354K Buy
19,240
+876
+5% +$15.1K 0.25% 46
2020
Q2 		$315K Sell
18,364
-272
-1% -$4.07K 0.24% 47
2020
Q1 		$269K Buy
18,636
+7,276
+64% +$124K 0.26% 47
2019
Q4 		$213K Buy
+11,360
New +$206K 0.2% 55

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Oldfather Financial Services's SCHA Position: Q4 2025 in Review

Oldfather Financial Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1% in Q4 2025, selling an estimated $17.8K and leaving 60,371 shares worth $1.72M. The position accounts for 0.51% of the portfolio, ranked #29.

Oldfather Financial Services first reported a position in SCHA in Q4 2019 and has held it in 25 quarters since. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Oldfather Financial Services held 60,371 shares of Schwab U.S Small- Cap ETF worth $1.72M as of Q4 2025.
  • Oldfather Financial Services sold 629 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $17.8K.
  • Schwab U.S Small- Cap ETF made up 0.51% of Oldfather Financial Services's portfolio in Q4 2025, its #29 holding.
  • Oldfather Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.