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Oarsman Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Oarsman Capital’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Sell
43,292
-488
-1% -$13.7K 0.13% 83
2026
Q1 		$1.1M Sell
43,780
-1,780
-4% -$46.7K 0.14% 88
2025
Q4 		$1.2M Buy
45,560
+1,122
+3% +$29.2K 0.16% 85
2025
Q3 		$1.14M Buy
44,438
+3,264
+8% +$80.8K 0.16% 88
2025
Q2 		$981K Buy
41,174
+3,608
+10% +$79.5K 0.15% 98
2025
Q1 		$809K Buy
37,566
+581
+2% +$13.2K 0.15% 105
2024
Q4 		$840K Buy
36,985
+1,108
+3% +$25.3K 0.15% 103
2024
Q3 		$796K Buy
35,877
+11,661
+48% +$249K 0.15% 103
2024
Q2 		$508K Buy
24,216
+5,493
+29% +$111K 0.11% 122
2024
Q1 		$381K Sell
18,723
-594
-3% -$11.5K 0.09% 149
2023
Q4 		$358K Buy
+19,317
New +$334K 0.1% 150

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Oarsman Capital's SCHB Position: Q2 2026 in Review

Oarsman Capital reduced its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q2 2026, selling an estimated $13.7K and leaving 43,292 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #83.

Oarsman Capital first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Oarsman Capital held 43,292 shares of Schwab US Broad Market ETF worth $1.25M as of Q2 2026.
  • Oarsman Capital sold 488 Schwab US Broad Market ETF shares in Q2 2026, an estimated $13.7K.
  • Schwab US Broad Market ETF made up 0.13% of Oarsman Capital's portfolio in Q2 2026, its #83 holding.
  • Oarsman Capital first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.