Oldfather Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Oldfather Financial Services’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$479K	Sell	17,454 -806	-4%	-$21.9K	0.14%	64
2025 Q3	$499K	Sell	18,260 -239	-1%	-$6.52K	0.16%	54
2025 Q2	$490K	Sell	18,499 -2,564	-12%	-$67K	0.17%	50
2025 Q1	$589K	Buy	21,063 +7,583	+56%	+$211K	0.22%	43
2024 Q4	$368K	Sell	13,480 -551	-4%	-$15.7K	0.14%	55
2024 Q3	$395K	Buy	14,031 +426	+3%	+$11.6K	0.15%	52
2024 Q2	$353K	Buy	13,605 +252	+2%	+$6.56K	0.14%	52
2024 Q1	$359K	Buy	+13,353	New	+$345K	0.15%	51

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Oldfather Financial Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.4% in Q4 2025, selling an estimated $21.9K and leaving 17,454 shares worth $479K. The position accounts for 0.14% of the portfolio, ranked #64.

Oldfather Financial Services first reported a position in SCHD in Q1 2024 and has held it in 8 quarters since. The position peaked at $589K in Q1 2025. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Oldfather Financial Services held 17,454 shares of Schwab US Dividend Equity ETF worth $479K as of Q4 2025.
Oldfather Financial Services sold 806 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $21.9K.
Schwab US Dividend Equity ETF made up 0.14% of Oldfather Financial Services's portfolio in Q4 2025, its #64 holding.
Oldfather Financial Services first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 8 quarters since.
Oldfather Financial Services's Schwab US Dividend Equity ETF position peaked at $589K in Q1 2025.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

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