OC
SCHQ

Oarsman Capital’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Oarsman Capital’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,629
Closed -$82.6K – 724
2024
Q4 		$82.6K Buy
+2,629
New +$86.6K 0.01% 365

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oarsman Capital's SCHQ Position: Q1 2025 in Review

Oarsman Capital sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q1 2025, closing a stake of 2,629 shares — an estimated $82.6K sold.

Oarsman Capital first reported a position in SCHQ in Q4 2024 and held it in 1 quarter. The position peaked at $82.6K in Q4 2024. 103 funds tracked by Wall St. Rank hold SCHQ as of Q1 2025.

  • Oarsman Capital reported no remaining Schwab Long-Term US Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 2,629 Schwab Long-Term US Treasury ETF shares in Q1 2025, an estimated $82.6K.
  • Oarsman Capital first reported a position in Schwab Long-Term US Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Oarsman Capital's Schwab Long-Term US Treasury ETF position peaked at $82.6K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q1 2025.

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