Oarsman Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $992K | Sell |
27,470
-217
| -0.8% | -$7.17K | 0.11% | 92 |
|
|
2026
Q1 | $805K | Sell |
27,687
-747
| -3% | -$22.4K | 0.1% | 105 |
|
|
2025
Q4 | $810K | Sell |
28,434
-1,800
| -6% | -$50.8K | 0.11% | 104 |
|
|
2025
Q3 | $844K | Sell |
30,234
-3,107
| -9% | -$83.1K | 0.12% | 101 |
|
|
2025
Q2 | $844K | Sell |
33,341
-3,773
| -10% | -$89.2K | 0.13% | 102 |
|
|
2025
Q1 | $870K | Sell |
37,114
-2,233
| -6% | -$56.9K | 0.16% | 104 |
|
|
2024
Q4 | $1.02M | Sell |
39,347
-907
| -2% | -$24.1K | 0.18% | 94 |
|
|
2024
Q3 | $1.04M | Sell |
40,254
-560
| -1% | -$13.9K | 0.19% | 91 |
|
|
2024
Q2 | $968K | Sell |
40,814
-1,870
| -4% | -$44.3K | 0.21% | 91 |
|
|
2024
Q1 | $1.05M | Sell |
42,684
-6,276
| -13% | -$147K | 0.25% | 86 |
|
|
2023
Q4 | $1.16M | Buy |
48,960
+7,144
| +17% | +$151K | 0.31% | 78 |
|
|
2023
Q3 | $866K | Sell |
41,816
-566
| -1% | -$12.4K | 0.36% | 75 |
|
|
2023
Q2 | $928K | Sell |
42,382
-1,608
| -4% | -$33.5K | 0.41% | 69 |
|
|
2023
Q1 | $922K | Sell |
43,990
-3,242
| -7% | -$69.7K | 0.43% | 69 |
|
|
2022
Q4 | $957K | Sell |
47,232
-370
| -0.8% | -$7.58K | 0.49% | 58 |
|
|
2022
Q3 | $900K | Sell |
47,602
-6,324
| -12% | -$132K | 0.48% | 62 |
|
|
2022
Q2 | $1.05M | Sell |
53,926
-2,270
| -4% | -$48.5K | 0.52% | 61 |
|
|
2022
Q1 | $1.33M | Sell |
56,196
-436
| -0.8% | -$10.3K | 0.52% | 56 |
|
|
2021
Q4 | $1.45M | Sell |
56,632
-192
| -0.3% | -$4.97K | 0.57% | 55 |
|
|
2021
Q3 | $1.42M | Buy |
56,824
+400
| +0.7% | +$10.2K | 0.58% | 56 |
|
|
2021
Q2 | $1.47M | Sell |
56,424
-100
| -0.2% | -$2.56K | 0.58% | 59 |
|
|
2021
Q1 | $1.41M | Sell |
56,524
-1,360
| -2% | -$33.4K | 0.61% | 56 |
|
|
2020
Q4 | $1.29M | Buy |
57,884
+468
| +0.8% | +$9.32K | 0.5% | 63 |
|
|
2020
Q3 | $981K | Buy |
57,416
+3,676
| +7% | +$63.3K | 0.44% | 65 |
|
|
2020
Q2 | $878K | Buy |
+53,740
| New | +$805K | 0.43% | 66 |
|
|
2020
Q1 | – | Sell |
-44,408
| Closed | -$840K | – | 168 |
|
|
2019
Q4 | $840K | Buy |
44,408
+11,584
| +35% | +$210K | 0.38% | 72 |
|
|
2019
Q3 | $572K | Buy |
32,824
+544
| +2% | +$9.61K | 0.27% | 91 |
|
|
2019
Q2 | $577K | Sell |
32,280
-2,608
| -7% | -$46.1K | 0.26% | 91 |
|
|
2019
Q1 | $610K | Sell |
34,888
-15,616
| -31% | -$267K | 0.29% | 89 |
|
|
2018
Q4 | $766K | Sell |
50,504
-6,024
| -11% | -$102K | 0.39% | 80 |
|
|
2018
Q3 | $1.08M | Sell |
56,528
-1,308
| -2% | -$24.9K | 0.43% | 78 |
|
|
2018
Q2 | $1.06M | Buy |
57,836
+3,152
| +6% | +$57K | 0.48% | 72 |
|
|
2018
Q1 | $945K | Buy |
54,684
+4,960
| +10% | +$87.4K | 0.43% | 78 |
|
|
2017
Q4 | $867K | Buy |
49,724
+7,704
| +18% | +$132K | 0.37% | 84 |
|
|
2017
Q3 | $708K | Buy |
42,020
+8,940
| +27% | +$144K | 0.3% | 88 |
|
|
2017
Q2 | $529K | Buy |
33,080
+3,588
| +12% | +$56.7K | 0.24% | 101 |
|
|
2017
Q1 | $464K | Buy |
29,492
+3,968
| +16% | +$62.1K | 0.22% | 119 |
|
|
2016
Q4 | $392K | Buy |
25,524
+1,396
| +6% | +$20.5K | 0.25% | 107 |
|
|
2016
Q3 | $347K | Buy |
24,128
+4,584
| +23% | +$65K | 0.18% | 139 |
|
|
2016
Q2 | $264K | Buy |
19,544
+908
| +5% | +$12.1K | 0.14% | 157 |
|
|
2016
Q1 | $242K | Sell |
18,636
-892
| -5% | -$10.8K | 0.13% | 163 |
|
|
2015
Q4 | $254K | Buy |
19,528
+912
| +5% | +$12.2K | 0.14% | 154 |
|
|
2015
Q3 | $236K | Buy |
18,616
+3,252
| +21% | +$44.8K | 0.14% | 156 |
|
|
2015
Q2 | $221K | Buy |
15,364
+904
| +6% | +$13.1K | 0.15% | 161 |
|
|
2015
Q1 | $208K | Buy |
+14,460
| New | +$202K | 0.14% | 158 |
|
Other funds holding SCHA
AA
Oarsman Capital's SCHA Position: Q2 2026 in Review
Oarsman Capital reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.78% in Q2 2026, selling an estimated $7.17K and leaving 27,470 shares worth $992K. The position accounts for 0.11% of the portfolio, ranked #92.
Oarsman Capital first reported a position in SCHA in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.47M in Q2 2021. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Oarsman Capital held 27,470 shares of Schwab U.S Small- Cap ETF worth $992K as of Q2 2026.
- Oarsman Capital sold 217 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $7.17K.
- Schwab U.S Small- Cap ETF made up 0.11% of Oarsman Capital's portfolio in Q2 2026, its #92 holding.
- Oarsman Capital first reported a position in Schwab U.S Small- Cap ETF in Q1 2015 and has held it in 45 quarters since.
- Oarsman Capital's Schwab U.S Small- Cap ETF position peaked at $1.47M in Q2 2021.
- 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.