Schwab U S Small Cap ETF shares owned by Oldfather Financial Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Oldfather Financial Services
from 13F filings
Historical chart of Oldfather Financial Services investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Oldfather Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 61k | 27.90 |
| 2025-06-30 | $1.5M | 61k | 25.30 |
| 2025-03-31 | $1.0M | 45k | 23.43 |
| 2024-12-31 | $1.1M | 42k | 25.86 |
| 2024-09-30 | $1.1M | 21k | 51.50 |
| 2024-06-30 | $1.1M | 23k | 47.45 |
| 2024-03-31 | $1.1M | 23k | 49.24 |
| 2023-12-31 | $1.1M | 23k | 47.24 |
| 2023-09-30 | $973k | 24k | 41.42 |
| 2023-06-30 | $1.0M | 24k | 43.80 |
| 2023-03-31 | $815k | 19k | 41.93 |
| 2022-12-31 | $793k | 20k | 40.51 |
| 2022-09-30 | $749k | 20k | 37.79 |
| 2022-06-30 | $816k | 19k | 42.07 |
| 2022-03-31 | $747k | 17k | 44.37 |
| 2021-12-31 | $796k | 8.3k | 95.80 |
| 2021-09-30 | $825k | 7.6k | 109.08 |
| 2021-06-30 | $751k | 7.4k | 102.01 |
| 2021-03-31 | $723k | 7.2k | 100.85 |
| 2020-12-31 | $480k | 4.8k | 99.28 |
| 2020-09-30 | $354k | 4.8k | 73.60 |
| 2020-06-30 | $315k | 4.6k | 68.61 |
| 2020-03-31 | $269k | 4.7k | 57.74 |
| 2019-12-31 | $213k | 2.8k | 75.00 |
More positions owned by Oldfather Financial Services
View all positions for Oldfather Financial Services