OC
SCHV

Oarsman Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Oarsman Capital’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$499K Sell
14,328
-321
-2% -$10.6K 0.05% 140
2026
Q1 		$447K Sell
14,649
-2,176
-13% -$67.8K 0.06% 145
2025
Q4 		$498K Buy
16,825
+442
+3% +$12.9K 0.06% 140
2025
Q3 		$477K Buy
16,383
+627
+4% +$17.8K 0.07% 148
2025
Q2 		$436K Sell
15,756
-364
-2% -$9.57K 0.07% 157
2025
Q1 		$428K Buy
16,120
+3,715
+30% +$99.7K 0.08% 145
2024
Q4 		$323K Buy
12,405
+1,839
+17% +$49.6K 0.06% 170
2024
Q3 		$283K Sell
10,566
-66
-0.6% -$1.7K 0.05% 187
2024
Q2 		$263K Buy
10,632
+2,454
+30% +$60.6K 0.06% 189
2024
Q1 		$207K Buy
+8,178
New +$196K 0.05% 222
2021
Q4 		– Sell
-9,012
Closed -$203K – 194
2021
Q3 		$203K Sell
9,012
-1,110
-11% -$25.7K 0.08% 181
2021
Q2 		$231K Sell
10,122
-33
-0.3% -$749 0.09% 171
2021
Q1 		$221K Sell
10,155
-5,712
-36% -$119K 0.1% 170
2020
Q4 		$315K Buy
15,867
+192
+1% +$3.59K 0.12% 134
2020
Q3 		$273K Sell
15,675
-612
-4% -$10.7K 0.12% 133
2020
Q2 		$272K Buy
+16,287
New +$266K 0.13% 131
2020
Q1 		– Sell
-14,814
Closed -$297K – 169
2019
Q4 		$297K Buy
14,814
+2,370
+19% +$45.9K 0.14% 144
2019
Q3 		$235K Sell
12,444
-90
-0.7% -$1.68K 0.11% 163
2019
Q2 		$235K Sell
12,534
-3,324
-21% -$61.4K 0.11% 166
2019
Q1 		$289K Sell
15,858
-33,966
-68% -$603K 0.14% 144
2018
Q4 		$819K Buy
49,824
+2,769
+6% +$49K 0.42% 77
2018
Q3 		$880K Buy
47,055
+3,090
+7% +$57.3K 0.35% 84
2018
Q2 		$778K Buy
43,965
+9,171
+26% +$164K 0.35% 87
2018
Q1 		$613K Buy
34,794
+5,841
+20% +$107K 0.28% 99
2017
Q4 		$528K Buy
28,953
+3,432
+13% +$61.1K 0.23% 110
2017
Q3 		$441K Buy
25,521
+1,569
+7% +$26.6K 0.19% 126
2017
Q2 		$401K Buy
23,952
+2,538
+12% +$42.2K 0.18% 134
2017
Q1 		$355K Buy
+21,414
New +$352K 0.17% 142

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Oarsman Capital's SCHV Position: Q2 2026 in Review

Oarsman Capital reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.2% in Q2 2026, selling an estimated $10.6K and leaving 14,328 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #140.

Oarsman Capital first reported a position in SCHV in Q1 2017 and has held it in 28 quarters since. The position peaked at $880K in Q3 2018. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Oarsman Capital held 14,328 shares of Schwab US Large-Cap Value ETF worth $499K as of Q2 2026.
  • Oarsman Capital sold 321 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $10.6K.
  • Schwab US Large-Cap Value ETF made up 0.05% of Oarsman Capital's portfolio in Q2 2026, its #140 holding.
  • Oarsman Capital first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and has held it in 28 quarters since.
  • Oarsman Capital's Schwab US Large-Cap Value ETF position peaked at $880K in Q3 2018.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.