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Oldfather Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Oldfather Financial Services’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.94M Buy
72,170
+1,965
+3% +$52.5K 0.58% 27
2025
Q3 		$1.85M Buy
70,205
+1,022
+1% +$26K 0.58% 26
2025
Q2 		$1.69M Sell
69,183
-355
-0.5% -$8.03K 0.58% 26
2025
Q1 		$1.54M Buy
69,538
+1,401
+2% +$32.6K 0.58% 26
2024
Q4 		$1.58M Sell
68,137
-593
-0.9% -$13.8K 0.6% 25
2024
Q3 		$1.55M Buy
68,730
+159
+0.2% +$3.46K 0.6% 23
2024
Q2 		$1.47M Sell
68,571
-1,542
-2% -$31.9K 0.6% 23
2024
Q1 		$1.45M Sell
70,113
-9,744
-12% -$192K 0.6% 23
2023
Q4 		$1.5M Sell
79,857
-597
-0.7% -$10.5K 0.67% 22
2023
Q3 		$1.36M Sell
80,454
-138
-0.2% -$2.42K 0.69% 21
2023
Q2 		$1.41M Sell
80,592
-492
-0.6% -$8.12K 0.69% 22
2023
Q1 		$1.31M Sell
81,084
-51
-0.1% -$803 0.68% 24
2022
Q4 		$1.22M Sell
81,135
-2,694
-3% -$40.8K 0.7% 24
2022
Q3 		$1.18M Sell
83,829
-375
-0.4% -$5.88K 0.74% 25
2022
Q2 		$1.33M Buy
84,204
+2,658
+3% +$43.1K 0.76% 25
2022
Q1 		$1.38M Buy
81,546
+4,848
+6% +$85.8K 0.75% 25
2021
Q4 		$1.36M Buy
76,698
+5,646
+8% +$104K 0.72% 26
2021
Q3 		$1.34M Sell
71,052
-786
-1% -$14K 0.69% 25
2021
Q2 		$1.28M Buy
71,838
+1,086
+2% +$18.3K 0.7% 25
2021
Q1 		$1.17M Buy
70,752
+30,876
+77% +$484K 0.67% 25
2020
Q4 		$630K Buy
39,876
+6,138
+18% +$87.8K 0.37% 32
2020
Q3 		$473K Sell
33,738
-1,134
-3% -$15.1K 0.34% 39
2020
Q2 		$453K Sell
34,872
-588
-2% -$6.85K 0.35% 38
2020
Q1 		$404K Buy
35,460
+2,634
+8% +$32K 0.38% 38
2019
Q4 		$427K Buy
+32,826
New +$402K 0.4% 35

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

Oldfather Financial Services increased its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q4 2025, buying an estimated $52.5K and bringing the position to 72,170 shares worth $1.94M. The position accounts for 0.58% of the portfolio, ranked #27.

Oldfather Financial Services first reported a position in SCHX in Q4 2019 and has held it in 25 quarters since. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Oldfather Financial Services held 72,170 shares of Schwab US Large- Cap ETF worth $1.94M as of Q4 2025.
  • Oldfather Financial Services bought 1,965 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $52.5K.
  • Schwab US Large- Cap ETF made up 0.58% of Oldfather Financial Services's portfolio in Q4 2025, its #27 holding.
  • Oldfather Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

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