Oarsman Capital’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Buy |
41,174
+3,608
| +10% | +$86K | 0.15% | 98 |
|
|
2025
Q1 | $809K | Buy |
37,566
+581
| +2% | +$12.5K | 0.15% | 105 |
|
|
2024
Q4 | $840K | Buy |
36,985
+1,108
| +3% | +$25.2K | 0.15% | 103 |
|
|
2024
Q3 | $796K | Buy |
35,877
+11,661
| +48% | +$259K | 0.15% | 102 |
|
|
2024
Q2 | $508K | Buy |
24,216
+5,493
| +29% | +$115K | 0.11% | 121 |
|
|
2024
Q1 | $381K | Sell |
18,723
-594
| -3% | -$12.1K | 0.09% | 149 |
|
|
2023
Q4 | $358K | Buy |
+19,317
| New | +$358K | 0.1% | 150 |
|