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Oldfather Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Oldfather Financial Services’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.65M Buy
54,712
+1,034
+2% +$30.8K 0.49% 31
2025
Q3 		$1.59M Buy
53,678
+214
+0.4% +$6.23K 0.5% 29
2025
Q2 		$1.5M Sell
53,464
-1,544
-3% -$40.7K 0.52% 30
2025
Q1 		$1.44M Buy
55,008
+1,998
+4% +$55.6K 0.55% 27
2024
Q4 		$1.47M Sell
53,010
-663
-1% -$18.9K 0.56% 26
2024
Q3 		$1.49M Buy
53,673
+1,266
+2% +$33.7K 0.57% 24
2024
Q2 		$1.36M Buy
52,407
+543
+1% +$14.2K 0.56% 25
2024
Q1 		$1.41M Sell
51,864
-642
-1% -$16.4K 0.58% 24
2023
Q4 		$1.32M Buy
52,506
+912
+2% +$20.9K 0.59% 25
2023
Q3 		$1.16M Sell
51,594
-4,536
-8% -$107K 0.59% 26
2023
Q2 		$1.33M Buy
56,130
+4,179
+8% +$94.2K 0.65% 23
2023
Q1 		$1.17M Buy
51,951
+2,826
+6% +$65.1K 0.61% 26
2022
Q4 		$1.07M Buy
49,125
+927
+2% +$20.3K 0.61% 26
2022
Q3 		$972K Buy
48,198
+1,950
+4% +$43.5K 0.61% 26
2022
Q2 		$1.04M Buy
46,248
+3,522
+8% +$81.3K 0.59% 26
2022
Q1 		$1.03M Buy
42,726
+825
+2% +$20.7K 0.56% 28
2021
Q4 		$1.07M Buy
41,901
+4,269
+11% +$114K 0.56% 29
2021
Q3 		$1.04M Buy
37,632
+192
+0.5% +$5.02K 0.54% 27
2021
Q2 		$984K Buy
37,440
+594
+2% +$15.3K 0.54% 27
2021
Q1 		$934K Buy
36,846
+9,024
+32% +$219K 0.54% 27
2020
Q4 		$676K Buy
27,822
+1,074
+4% +$22.4K 0.4% 30
2020
Q3 		$526K Buy
26,748
+93
+0.3% +$1.72K 0.37% 37
2020
Q2 		$493K Buy
26,655
+30
+0.1% +$489 0.38% 35
2020
Q1 		$420K Buy
26,625
+7,296
+38% +$134K 0.4% 35
2019
Q4 		$389K Buy
+19,329
New +$374K 0.36% 38

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Oldfather Financial Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.9% in Q4 2025, buying an estimated $30.8K and bringing the position to 54,712 shares worth $1.65M. The position accounts for 0.49% of the portfolio, ranked #31.

Oldfather Financial Services first reported a position in SCHM in Q4 2019 and has held it in 25 quarters since. 996 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Oldfather Financial Services held 54,712 shares of Schwab US Mid-Cap ETF worth $1.65M as of Q4 2025.
  • Oldfather Financial Services bought 1,034 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $30.8K.
  • Schwab US Mid-Cap ETF made up 0.49% of Oldfather Financial Services's portfolio in Q4 2025, its #31 holding.
  • Oldfather Financial Services first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 996 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

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