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Oldfather Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Oldfather Financial Services’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.27M Sell
97,111
-104
-0.1% -$2.44K 0.68% 23
2025
Q3 		$2.28M Buy
97,215
+70
+0.1% +$1.63K 0.71% 23
2025
Q2 		$2.26M Buy
97,145
+8,379
+9% +$192K 0.78% 22
2025
Q1 		$2.06M Buy
88,766
+4,728
+6% +$108K 0.78% 20
2024
Q4 		$1.91M Buy
84,038
+13,162
+19% +$304K 0.73% 22
2024
Q3 		$1.68M Buy
70,876
+1,458
+2% +$34.1K 0.65% 22
2024
Q2 		$1.58M Buy
69,418
+2,338
+3% +$53K 0.65% 22
2024
Q1 		$1.54M Buy
67,080
+674
+1% +$15.5K 0.64% 22
2023
Q4 		$1.55M Buy
66,406
+16,208
+32% +$363K 0.69% 21
2023
Q3 		$1.11M Buy
50,198
+1,796
+4% +$40.7K 0.56% 27
2023
Q2 		$1.12M Buy
48,402
+9,006
+23% +$210K 0.55% 26
2023
Q1 		$924K Buy
39,396
+134
+0.3% +$3.12K 0.48% 28
2022
Q4 		$896K Sell
39,262
-518
-1% -$11.8K 0.51% 28
2022
Q3 		$901K Buy
39,780
+2,342
+6% +$55.8K 0.56% 28
2022
Q2 		$911K Sell
37,438
-7,362
-16% -$178K 0.52% 28
2022
Q1 		$1.09M Buy
44,800
+2,324
+5% +$60.4K 0.59% 26
2021
Q4 		$1.1M Buy
42,476
+3,274
+8% +$88.5K 0.58% 28
2021
Q3 		$1.06M Buy
39,202
+316
+0.8% +$8.66K 0.54% 26
2021
Q2 		$1.06M Buy
38,886
+1,042
+3% +$28.3K 0.58% 26
2021
Q1 		$1.02M Buy
37,844
+17,892
+90% +$491K 0.59% 26
2020
Q4 		$552K Sell
19,952
-712
-3% -$19.9K 0.33% 39
2020
Q3 		$579K Buy
20,664
+14
+0.1% +$395 0.41% 32
2020
Q2 		$587K Buy
20,650
+2,080
+11% +$57.9K 0.46% 27
2020
Q1 		$514K Buy
18,570
+5,698
+44% +$154K 0.49% 25
2019
Q4 		$350K Buy
+12,872
New +$345K 0.33% 42

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Oldfather Financial Services reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.11% in Q4 2025, selling an estimated $2.44K and leaving 97,111 shares worth $2.27M. The position accounts for 0.68% of the portfolio, ranked #23.

Oldfather Financial Services first reported a position in SCHZ in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.28M in Q3 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Oldfather Financial Services held 97,111 shares of Schwab US Aggregate Bond ETF worth $2.27M as of Q4 2025.
  • Oldfather Financial Services sold 104 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $2.44K.
  • Schwab US Aggregate Bond ETF made up 0.68% of Oldfather Financial Services's portfolio in Q4 2025, its #23 holding.
  • Oldfather Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Oldfather Financial Services's Schwab US Aggregate Bond ETF position peaked at $2.28M in Q3 2025.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

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