OC
Oarsman Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
28,846
+1,170
| +4% | +$28.6K | 0.11% | 118 |
|
|
2025
Q1 | $611K | Buy |
27,676
+1,075
| +4% | +$23.7K | 0.11% | 120 |
|
|
2024
Q4 | $617K | Buy |
26,601
+17,776
| +201% | +$412K | 0.11% | 119 |
|
|
2024
Q3 | $599K | Sell |
8,825
-870
| -9% | -$59K | 0.11% | 120 |
|
|
2024
Q2 | $623K | Sell |
9,695
-3,190
| -25% | -$205K | 0.14% | 106 |
|
|
2024
Q1 | $800K | Sell |
12,885
-3,260
| -20% | -$202K | 0.19% | 100 |
|
|
2023
Q4 | $911K | Buy |
16,145
+6,680
| +71% | +$377K | 0.24% | 95 |
|
|
2023
Q3 | $479K | Hold |
9,465
| – | – | 0.2% | 103 |
|
|
2023
Q2 | $496K | Sell |
9,465
-130
| -1% | -$6.81K | 0.22% | 100 |
|
|
2023
Q1 | $464K | Buy |
9,595
+1
| +0% | +$48 | 0.22% | 100 |
|
|
2022
Q4 | $433K | Hold |
9,594
| – | – | 0.22% | 95 |
|
|
2022
Q3 | $406K | Buy |
9,594
+14
| +0.1% | +$592 | 0.22% | 99 |
|
|
2022
Q2 | $428K | Buy |
9,580
+20
| +0.2% | +$894 | 0.21% | 110 |
|
|
2022
Q1 | $515K | Buy |
9,560
+4,775
| +100% | +$257K | 0.2% | 113 |
|
|
2021
Q4 | $545K | Hold |
4,785
| – | – | 0.21% | 110 |
|
|
2021
Q3 | $498K | Hold |
4,785
| – | – | 0.2% | 118 |
|
|
2021
Q2 | $497K | Sell |
4,785
-2,475
| -34% | -$257K | 0.2% | 119 |
|
|
2021
Q1 | $697K | Sell |
7,260
-525
| -7% | -$50.4K | 0.3% | 98 |
|
|
2020
Q4 | $708K | Sell |
7,785
-400
| -5% | -$36.4K | 0.28% | 93 |
|
|
2020
Q3 | $660K | Sell |
8,185
-435
| -5% | -$35.1K | 0.3% | 83 |
|
|
2020
Q2 | $639K | Buy |
8,620
+1,470
| +21% | +$109K | 0.32% | 79 |
|
|
2020
Q1 | $438K | Sell |
7,150
-1,470
| -17% | -$90.1K | 0.4% | 65 |
|
|
2019
Q4 | $662K | Hold |
8,620
| – | – | 0.3% | 86 |
|
|
2019
Q3 | $611K | Buy |
8,620
+2,982
| +53% | +$211K | 0.29% | 89 |
|
|
2019
Q2 | $396K | Buy |
+5,638
| New | +$396K | 0.18% | 123 |
|