OC
SCHR

Oarsman Capital’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Oarsman Capital’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-656
Closed -$16.6K – 936
2024
Q3 		$16.6K Buy
+656
New +$16.4K ﹤0.01% 628
2018
Q1 		– Sell
-8,272
Closed -$221K – 183
2017
Q4 		$221K Sell
8,272
-8,472
-51% -$227K 0.1% 173
2017
Q3 		$451K Buy
16,744
+492
+3% +$13.3K 0.19% 124
2017
Q2 		$439K Buy
16,252
+1,684
+12% +$45.5K 0.2% 123
2017
Q1 		$391K Buy
14,568
+1,528
+12% +$40.8K 0.18% 135
2016
Q4 		$348K Buy
13,040
+1,800
+16% +$48.8K 0.22% 116
2016
Q3 		$312K Buy
11,240
+1,588
+16% +$44.2K 0.16% 146
2016
Q2 		$270K Buy
9,652
+30
+0.3% +$828 0.14% 153
2016
Q1 		$266K Sell
9,622
-568
-6% -$15.5K 0.14% 153
2015
Q4 		$273K Buy
10,190
+444
+5% +$12K 0.15% 152
2015
Q3 		$266K Buy
9,746
+602
+7% +$16.2K 0.16% 152
2015
Q2 		$245K Sell
9,144
-36
-0.4% -$971 0.17% 152
2015
Q1 		$250K Buy
9,180
+1,058
+13% +$28.6K 0.17% 146
2014
Q4 		$218K Buy
+8,122
New +$217K 0.16% 149

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oarsman Capital's SCHR Position: Q4 2024 in Review

Oarsman Capital sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2024, closing a stake of 656 shares — an estimated $16.6K sold.

Oarsman Capital first reported a position in SCHR in Q4 2014 and held it in 14 quarters. The position peaked at $451K in Q3 2017. 428 funds tracked by Wall St. Rank hold SCHR as of Q4 2024.

  • Oarsman Capital reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Oarsman Capital sold 656 Schwab Intermediately-Term US Treasury ETF shares in Q4 2024, an estimated $16.6K.
  • Oarsman Capital first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2014 and held it in 14 quarters.
  • Oarsman Capital's Schwab Intermediately-Term US Treasury ETF position peaked at $451K in Q3 2017.
  • 428 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2024.

Based on Oarsman Capital's 13F filing for Q4 2024, filed 13 Feb 2025.