Oarsman Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Oarsman Capital’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$863K	Sell	27,204 -1,786	-6%	-$56.7K	0.09%	97
2026 Q1	$889K	Sell	28,990 -836	-3%	-$25.4K	0.11%	94
2025 Q4	$818K	Sell	29,826 -76	-0.3%	-$2.07K	0.11%	103
2025 Q3	$816K	Sell	29,902 -169	-0.6%	-$4.61K	0.11%	103
2025 Q2	$797K	Buy	30,071 +1,146	+4%	+$29.9K	0.13%	109
2025 Q1	$809K	Sell	28,925 -976	-3%	-$27.2K	0.15%	106
2024 Q4	$817K	Sell	29,901 -2,436	-8%	-$69.3K	0.14%	107
2024 Q3	$911K	Buy	32,337 +627	+2%	+$17.1K	0.17%	98
2024 Q2	$822K	Buy	31,710 +954	+3%	+$24.8K	0.18%	97
2024 Q1	$827K	Sell	30,756 -5,178	-14%	-$134K	0.2%	97
2023 Q4	$912K	Sell	35,934 -2,649	-7%	-$63.1K	0.24%	94
2023 Q3	$910K	Sell	38,583 -1,776	-4%	-$43.6K	0.38%	71
2023 Q2	$977K	Sell	40,359 -2,592	-6%	-$61.9K	0.43%	66
2023 Q1	$1.05M	Sell	42,951 -3,282	-7%	-$82.1K	0.49%	57
2022 Q4	$1.16M	Buy	46,233 +13,176	+40%	+$325K	0.59%	47
2022 Q3	$732K	Sell	33,057 -339	-1%	-$8.24K	0.39%	75
2022 Q2	$797K	Buy	33,396 +267	+0.8%	+$6.79K	0.4%	76
2022 Q1	$871K	Buy	33,129 +39	+0.1%	+$1.02K	0.34%	84
2021 Q4	$892K	Buy	33,090 +414	+1%	+$10.8K	0.35%	82
2021 Q3	$809K	Sell	32,676 -2,931	-8%	-$74.5K	0.33%	89
2021 Q2	$898K	Buy	35,607 +1,434	+4%	+$36.2K	0.36%	86
2021 Q1	$831K	Buy	34,173 +2,715	+9%	+$61.8K	0.36%	85
2020 Q4	$673K	Sell	31,458 -1,188	-4%	-$24.1K	0.26%	97
2020 Q3	$602K	Buy	32,646 +7,608	+30%	+$140K	0.27%	91
2020 Q2	$432K	Buy	+25,038	New	+$423K	0.21%	100
2018 Q4	–	Sell	-13,590	Closed	-$240K	–	180
2018 Q3	$240K	Sell	13,590 -192	-1%	-$3.32K	0.1%	165
2018 Q2	$226K	Sell	13,782 -3,453	-20%	-$56.8K	0.1%	160
2018 Q1	$282K	Sell	17,235 -2,748	-14%	-$46.9K	0.13%	153
2017 Q4	$341K	Sell	19,983 -6,279	-24%	-$103K	0.15%	144
2017 Q3	$410K	Sell	26,262 -2,637	-9%	-$40.3K	0.17%	130
2017 Q2	$434K	Sell	28,899 -1,233	-4%	-$18.5K	0.2%	124
2017 Q1	$448K	Sell	30,132 -396	-1%	-$5.84K	0.21%	123
2016 Q4	$443K	Buy	30,528 +195	+0.6%	+$2.77K	0.29%	97
2016 Q3	$428K	Sell	30,333 -6,810	-18%	-$96.2K	0.22%	115
2016 Q2	$513K	Sell	37,143 -807	-2%	-$10.9K	0.27%	98
2016 Q1	$507K	Sell	37,950 -4,158	-10%	-$52.7K	0.27%	100
2015 Q4	$541K	Buy	42,108 +1,674	+4%	+$21.6K	0.3%	95
2015 Q3	$485K	Buy	40,434 +1,479	+4%	+$18.5K	0.29%	106
2015 Q2	$497K	Buy	38,955 +5,457	+16%	+$72.2K	0.34%	100
2015 Q1	$440K	Buy	33,498 +3,396	+11%	+$45.1K	0.3%	108
2014 Q4	$400K	Buy	30,102 +8,100	+37%	+$106K	0.29%	110
2014 Q3	$283K	Buy	22,002 +957	+5%	+$12.3K	0.21%	129
2014 Q2	$268K	Buy	21,045 +3,033	+17%	+$38K	0.19%	133
2014 Q1	$221K	Buy	18,012 +969	+6%	+$11.6K	0.17%	144
2013 Q4	$208K	Buy	+17,043	New	+$201K	0.17%	143

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Oarsman Capital's SCHD Position: Q2 2026 in Review

Oarsman Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.2% in Q2 2026, selling an estimated $56.7K and leaving 27,204 shares worth $863K. The position accounts for 0.09% of the portfolio, ranked #97.

Oarsman Capital first reported a position in SCHD in Q4 2013 and has held it in 45 quarters since. The position peaked at $1.16M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Oarsman Capital held 27,204 shares of Schwab US Dividend Equity ETF worth $863K as of Q2 2026.
Oarsman Capital sold 1,786 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $56.7K.
Schwab US Dividend Equity ETF made up 0.09% of Oarsman Capital's portfolio in Q2 2026, its #97 holding.
Oarsman Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 45 quarters since.
Oarsman Capital's Schwab US Dividend Equity ETF position peaked at $1.16M in Q4 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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