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Oarsman Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Oarsman Capital’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$521K Sell
17,901
-2,974
-14% -$92.5K 0.06% 133
2025
Q4 		$681K Sell
20,875
-111
-0.5% -$3.61K 0.09% 123
2025
Q3 		$670K Sell
20,986
-476
-2% -$14.5K 0.09% 117
2025
Q2 		$627K Buy
21,462
+178
+0.8% +$4.71K 0.1% 125
2025
Q1 		$533K Sell
21,284
-1,316
-6% -$36K 0.1% 129
2024
Q4 		$630K Sell
22,600
-3,964
-15% -$108K 0.11% 118
2024
Q3 		$692K Sell
26,564
-2,656
-9% -$66.8K 0.13% 111
2024
Q2 		$737K Buy
29,220
+156
+0.5% +$3.68K 0.16% 101
2024
Q1 		$674K Sell
29,064
-9,976
-26% -$221K 0.16% 105
2023
Q4 		$810K Sell
39,040
-44
-0.1% -$851 0.21% 99
2023
Q3 		$711K Sell
39,084
-724
-2% -$13.6K 0.3% 83
2023
Q2 		$746K Buy
39,808
+984
+3% +$16.9K 0.33% 78
2023
Q1 		$633K Sell
38,824
-120
-0.3% -$1.82K 0.3% 82
2022
Q4 		$541K Sell
38,944
-1,612
-4% -$23.2K 0.28% 83
2022
Q3 		$566K Buy
40,556
+472
+1% +$7.39K 0.3% 85
2022
Q2 		$581K Sell
40,084
-756
-2% -$12.1K 0.29% 89
2022
Q1 		$764K Sell
40,840
-1,128
-3% -$20.6K 0.3% 90
2021
Q4 		$859K Sell
41,968
-4,224
-9% -$84.4K 0.34% 84
2021
Q3 		$855K Sell
46,192
-8
-0% -$152 0.35% 83
2021
Q2 		$843K Sell
46,200
-40
-0.1% -$692 0.33% 91
2021
Q1 		$750K Sell
46,240
-8,672
-16% -$141K 0.32% 92
2020
Q4 		$881K Sell
54,912
-3,992
-7% -$60.5K 0.34% 82
2020
Q3 		$848K Sell
58,904
-3,216
-5% -$44.8K 0.38% 71
2020
Q2 		$788K Buy
62,120
+17,832
+40% +$208K 0.39% 70
2020
Q1 		$441K Sell
44,288
-16,864
-28% -$192K 0.41% 64
2019
Q4 		$710K Buy
61,152
+6,712
+12% +$74K 0.32% 81
2019
Q3 		$572K Buy
54,440
+544
+1% +$5.73K 0.27% 92
2019
Q2 		$561K Sell
53,896
-3,616
-6% -$36.8K 0.25% 93
2019
Q1 		$571K Sell
57,512
-117,216
-67% -$1.11M 0.27% 95
2018
Q4 		$1.51M Buy
174,728
+6,784
+4% +$63.2K 0.77% 45
2018
Q3 		$1.72M Buy
167,944
+6,728
+4% +$67K 0.69% 53
2018
Q2 		$1.53M Buy
161,216
+27,000
+20% +$251K 0.69% 48
2018
Q1 		$1.2M Buy
134,216
+12,736
+10% +$117K 0.55% 63
2017
Q4 		$1.07M Buy
121,480
+79,296
+188% +$682K 0.46% 70
2017
Q3 		$348K Sell
42,184
-3,736
-8% -$30.3K 0.15% 141
2017
Q2 		$363K Sell
45,920
-1,184
-3% -$9.23K 0.17% 144
2017
Q1 		$356K Sell
47,104
-160
-0.3% -$1.18K 0.17% 141
2016
Q4 		$330K Buy
47,264
+336
+0.7% +$2.32K 0.21% 124
2016
Q3 		$325K Sell
46,928
-6,176
-12% -$42.4K 0.17% 142
2016
Q2 		$348K Sell
53,104
-4,000
-7% -$26.3K 0.18% 136
2016
Q1 		$374K Sell
57,104
-2,256
-4% -$14K 0.2% 130
2015
Q4 		$392K Sell
59,360
-344
-0.6% -$2.29K 0.22% 122
2015
Q3 		$373K Buy
59,704
+19,184
+47% +$128K 0.22% 127
2015
Q2 		$272K Sell
40,520
-32
-0.1% -$218 0.19% 142
2015
Q1 		$273K Buy
40,552
+1,600
+4% +$10.6K 0.19% 137
2014
Q4 		$252K Buy
38,952
+1,984
+5% +$12.5K 0.18% 139
2014
Q3 		$227K Buy
36,968
+1,592
+5% +$9.79K 0.17% 144
2014
Q2 		$215K Buy
+35,376
New +$207K 0.16% 152

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Oarsman Capital's SCHG Position: Q1 2026 in Review

Oarsman Capital reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q1 2026, selling an estimated $92.5K and leaving 17,901 shares worth $521K. The position accounts for 0.06% of the portfolio, ranked #133.

Oarsman Capital first reported a position in SCHG in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.72M in Q3 2018. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Oarsman Capital held 17,901 shares of Schwab US Large-Cap Growth ETF worth $521K as of Q1 2026.
  • Oarsman Capital sold 2,974 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $92.5K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Oarsman Capital's portfolio in Q1 2026, its #133 holding.
  • Oarsman Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2014 and has held it in 48 quarters since.
  • Oarsman Capital's Schwab US Large-Cap Growth ETF position peaked at $1.72M in Q3 2018.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.