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Oarsman Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Oarsman Capital’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-933
Closed -$25.9K – 722
2024
Q4 		$25.9K Hold
933
– – ﹤0.01% 554
2024
Q3 		$25.8K Buy
+933
New +$24.8K ﹤0.01% 561
2018
Q3 		– Sell
-11,043
Closed -$202K – 183
2018
Q2 		$202K Sell
11,043
-1,530
-12% -$27.7K 0.09% 170
2018
Q1 		$222K Sell
12,573
-1,815
-13% -$32.6K 0.1% 167
2017
Q4 		$255K Sell
14,388
-8,844
-38% -$153K 0.11% 162
2017
Q3 		$388K Sell
23,232
-465
-2% -$7.56K 0.16% 137
2017
Q2 		$380K Buy
23,697
+420
+2% +$6.67K 0.17% 141
2017
Q1 		$367K Buy
23,277
+234
+1% +$3.65K 0.17% 139
2016
Q4 		$347K Buy
23,043
+993
+5% +$14.5K 0.22% 118
2016
Q3 		$320K Buy
22,050
+600
+3% +$8.68K 0.16% 145
2016
Q2 		$300K Sell
21,450
-1,044
-5% -$14.4K 0.16% 143
2016
Q1 		$304K Sell
22,494
-321
-1% -$4.05K 0.16% 143
2015
Q4 		$305K Sell
22,815
-465
-2% -$6.32K 0.17% 145
2015
Q3 		$302K Buy
23,280
+3,714
+19% +$51.6K 0.18% 145
2015
Q2 		$278K Buy
19,566
+1,821
+10% +$26.4K 0.19% 139
2015
Q1 		$255K Buy
17,745
+1,386
+8% +$19.3K 0.18% 142
2014
Q4 		$222K Buy
+16,359
New +$215K 0.16% 146

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Oarsman Capital's SCHM Position: Q1 2025 in Review

Oarsman Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 933 shares — an estimated $25.9K sold.

Oarsman Capital first reported a position in SCHM in Q4 2014 and held it in 17 quarters. The position peaked at $388K in Q3 2017. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Oarsman Capital reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 933 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $25.9K.
  • Oarsman Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and held it in 17 quarters.
  • Oarsman Capital's Schwab US Mid-Cap ETF position peaked at $388K in Q3 2017.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.