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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$627K	Buy	21,462 +178	+0.8%	+$5.2K	0.1%	125
2025 Q1	$533K	Sell	21,284 -1,316	-6%	-$33K	0.1%	129
2024 Q4	$630K	Sell	22,600 -3,964	-15%	-$110K	0.11%	117
2024 Q3	$692K	Sell	26,564 -2,656	-9%	-$69.2K	0.13%	110
2024 Q2	$737K	Buy	29,220 +156	+0.5%	+$3.93K	0.16%	100
2024 Q1	$674K	Sell	29,064 -9,976	-26%	-$231K	0.16%	105
2023 Q4	$810K	Sell	39,040 -44	-0.1%	-$913	0.21%	99
2023 Q3	$711K	Sell	39,084 -724	-2%	-$13.2K	0.3%	83
2023 Q2	$746K	Buy	39,808 +984	+3%	+$18.4K	0.33%	78
2023 Q1	$633K	Sell	38,824 -120	-0.3%	-$1.96K	0.3%	82
2022 Q4	$541K	Sell	38,944 -1,612	-4%	-$22.4K	0.28%	83
2022 Q3	$566K	Buy	40,556 +472	+1%	+$6.59K	0.3%	85
2022 Q2	$581K	Sell	40,084 -756	-2%	-$11K	0.29%	89
2022 Q1	$764K	Sell	40,840 -1,128	-3%	-$21.1K	0.3%	90
2021 Q4	$859K	Sell	41,968 -4,224	-9%	-$86.5K	0.34%	84
2021 Q3	$855K	Sell	46,192 -8	-0%	-$148	0.35%	83
2021 Q2	$843K	Sell	46,200 -40	-0.1%	-$730	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%	-$64K	0.34%	82
2020 Q3	$848K	Sell	58,904 -3,216	-5%	-$46.3K	0.38%	71
2020 Q2	$788K	Buy	62,120 +17,832	+40%	+$226K	0.39%	70
2020 Q1	$441K	Sell	44,288 -16,864	-28%	-$168K	0.41%	64
2019 Q4	$710K	Buy	61,152 +6,712	+12%	+$77.9K	0.32%	81
2019 Q3	$572K	Buy	54,440 +544	+1%	+$5.72K	0.27%	92
2019 Q2	$561K	Sell	53,896 -3,616	-6%	-$37.6K	0.25%	93
2019 Q1	$571K	Sell	57,512 -117,216	-67%	-$1.16M	0.27%	95
2018 Q4	$1.51M	Buy	174,728 +6,784	+4%	+$58.5K	0.77%	45
2018 Q3	$1.72M	Buy	167,944 +6,728	+4%	+$69K	0.69%	53
2018 Q2	$1.53M	Buy	161,216 +27,000	+20%	+$256K	0.69%	48
2018 Q1	$1.2M	Buy	134,216 +12,736	+10%	+$114K	0.55%	63
2017 Q4	$1.07M	Buy	121,480 +79,296	+188%	+$701K	0.46%	70
2017 Q3	$348K	Sell	42,184 -3,736	-8%	-$30.8K	0.15%	141
2017 Q2	$363K	Sell	45,920 -1,184	-3%	-$9.36K	0.17%	144
2017 Q1	$356K	Sell	47,104 -160	-0.3%	-$1.21K	0.17%	141
2016 Q4	$330K	Buy	47,264 +336	+0.7%	+$2.35K	0.21%	124
2016 Q3	$325K	Sell	46,928 -6,176	-12%	-$42.8K	0.17%	142
2016 Q2	$348K	Sell	53,104 -4,000	-7%	-$26.2K	0.18%	136
2016 Q1	$374K	Sell	57,104 -2,256	-4%	-$14.8K	0.2%	130
2015 Q4	$392K	Sell	59,360 -344	-0.6%	-$2.27K	0.22%	122
2015 Q3	$373K	Buy	59,704 +19,184	+47%	+$120K	0.22%	127
2015 Q2	$272K	Sell	40,520 -32	-0.1%	-$215	0.19%	142
2015 Q1	$273K	Buy	40,552 +1,600	+4%	+$10.8K	0.19%	137
2014 Q4	$252K	Buy	38,952 +1,984	+5%	+$12.8K	0.18%	139
2014 Q3	$227K	Buy	36,968 +1,592	+5%	+$9.78K	0.17%	144
2014 Q2	$215K	Buy	+35,376	New	+$215K	0.16%	152