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

Oarsman Capital’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$694K Sell
23,585
-1,761
-7% -$50.3K 0.07% 116
2026
Q1 		$650K Sell
25,346
-1,118
-4% -$30K 0.08% 124
2025
Q4 		$712K Sell
26,464
-400
-1% -$10.7K 0.09% 120
2025
Q3 		$708K Sell
26,864
-1,982
-7% -$50.3K 0.1% 113
2025
Q2 		$705K Buy
28,846
+1,170
+4% +$26.5K 0.11% 118
2025
Q1 		$611K Buy
27,676
+1,075
+4% +$25K 0.11% 120
2024
Q4 		$617K Buy
26,601
+126
+0.5% +$2.94K 0.11% 120
2024
Q3 		$599K Sell
26,475
-2,610
-9% -$56.9K 0.11% 121
2024
Q2 		$623K Sell
29,085
-9,570
-25% -$198K 0.14% 107
2024
Q1 		$800K Sell
38,655
-9,780
-20% -$193K 0.19% 100
2023
Q4 		$911K Buy
48,435
+20,040
+71% +$352K 0.24% 95
2023
Q3 		$479K Hold
28,395
– – 0.2% 103
2023
Q2 		$496K Sell
28,395
-390
-1% -$6.44K 0.22% 100
2023
Q1 		$464K Buy
28,785
+3
+0% +$47 0.22% 100
2022
Q4 		$433K Hold
28,782
– – 0.22% 95
2022
Q3 		$406K Buy
28,782
+42
+0.1% +$659 0.22% 99
2022
Q2 		$428K Buy
28,740
+60
+0.2% +$972 0.21% 110
2022
Q1 		$515K Sell
28,680
-30
-0.1% -$531 0.2% 113
2021
Q4 		$545K Hold
28,710
– – 0.21% 110
2021
Q3 		$498K Hold
28,710
– – 0.2% 118
2021
Q2 		$497K Sell
28,710
-14,850
-34% -$251K 0.2% 119
2021
Q1 		$697K Sell
43,560
-3,150
-7% -$49.4K 0.3% 98
2020
Q4 		$708K Sell
46,710
-2,400
-5% -$34.3K 0.28% 93
2020
Q3 		$660K Sell
49,110
-2,610
-5% -$34.7K 0.3% 83
2020
Q2 		$639K Buy
51,720
+8,820
+21% +$103K 0.32% 79
2020
Q1 		$438K Sell
42,900
-8,820
-17% -$107K 0.4% 65
2019
Q4 		$662K Hold
51,720
– – 0.3% 86
2019
Q3 		$611K Buy
51,720
+17,892
+53% +$211K 0.29% 89
2019
Q2 		$396K Buy
+33,828
New +$389K 0.18% 123

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Oarsman Capital's SCHX Position: Q2 2026 in Review

Oarsman Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.9% in Q2 2026, selling an estimated $50.3K and leaving 23,585 shares worth $694K. The position accounts for 0.07% of the portfolio, ranked #116.

Oarsman Capital first reported a position in SCHX in Q2 2019 and has held it in 29 quarters since. The position peaked at $911K in Q4 2023. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Oarsman Capital held 23,585 shares of Schwab US Large- Cap ETF worth $694K as of Q2 2026.
  • Oarsman Capital sold 1,761 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $50.3K.
  • Schwab US Large- Cap ETF made up 0.07% of Oarsman Capital's portfolio in Q2 2026, its #116 holding.
  • Oarsman Capital first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Oarsman Capital's Schwab US Large- Cap ETF position peaked at $911K in Q4 2023.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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