OC
Oarsman Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-933
| Closed | -$25.9K | – | 721 |
|
|
2024
Q4 | $25.9K | Buy |
933
+622
| +200% | +$17.2K | ﹤0.01% | 552 |
|
|
2024
Q3 | $25.8K | Buy |
+311
| New | +$25.8K | ﹤0.01% | 558 |
|
|
2018
Q3 | – | Sell |
-3,681
| Closed | -$202K | – | 183 |
|
|
2018
Q2 | $202K | Sell |
3,681
-510
| -12% | -$28K | 0.09% | 170 |
|
|
2018
Q1 | $222K | Sell |
4,191
-605
| -13% | -$32K | 0.1% | 167 |
|
|
2017
Q4 | $255K | Sell |
4,796
-2,948
| -38% | -$157K | 0.11% | 162 |
|
|
2017
Q3 | $388K | Sell |
7,744
-155
| -2% | -$7.77K | 0.16% | 137 |
|
|
2017
Q2 | $380K | Buy |
7,899
+140
| +2% | +$6.74K | 0.17% | 141 |
|
|
2017
Q1 | $367K | Buy |
7,759
+78
| +1% | +$3.69K | 0.17% | 139 |
|
|
2016
Q4 | $347K | Buy |
7,681
+331
| +5% | +$15K | 0.22% | 118 |
|
|
2016
Q3 | $320K | Buy |
7,350
+200
| +3% | +$8.71K | 0.16% | 145 |
|
|
2016
Q2 | $300K | Sell |
7,150
-348
| -5% | -$14.6K | 0.16% | 143 |
|
|
2016
Q1 | $304K | Sell |
7,498
-107
| -1% | -$4.34K | 0.16% | 143 |
|
|
2015
Q4 | $305K | Sell |
7,605
-155
| -2% | -$6.22K | 0.17% | 145 |
|
|
2015
Q3 | $302K | Buy |
7,760
+1,238
| +19% | +$48.2K | 0.18% | 145 |
|
|
2015
Q2 | $278K | Buy |
6,522
+607
| +10% | +$25.9K | 0.19% | 139 |
|
|
2015
Q1 | $255K | Buy |
5,915
+462
| +8% | +$19.9K | 0.18% | 142 |
|
|
2014
Q4 | $222K | Buy |
+5,453
| New | +$222K | 0.16% | 146 |
|