Oarsman Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.97M | Sell |
128,446
-5,018
| -4% | -$116K | 0.31% | 55 |
|
|
2026
Q1 | $3.1M | Buy |
133,464
+2,611
| +2% | +$61.1K | 0.38% | 46 |
|
|
2025
Q4 | $3.06M | Sell |
130,853
-12,649
| -9% | -$297K | 0.4% | 42 |
|
|
2025
Q3 | $3.37M | Sell |
143,502
-7,718
| -5% | -$179K | 0.47% | 38 |
|
|
2025
Q2 | $3.51M | Buy |
151,220
+34,986
| +30% | +$803K | 0.55% | 32 |
|
|
2025
Q1 | $2.69M | Sell |
116,234
-6,580
| -5% | -$151K | 0.48% | 39 |
|
|
2024
Q4 | $2.79M | Buy |
122,814
+928
| +0.8% | +$21.4K | 0.49% | 36 |
|
|
2024
Q3 | $2.9M | Buy |
121,886
+26,800
| +28% | +$628K | 0.53% | 34 |
|
|
2024
Q2 | $2.17M | Buy |
95,086
+39,040
| +70% | +$885K | 0.47% | 45 |
|
|
2024
Q1 | $1.29M | Buy |
+56,046
| New | +$1.29M | 0.31% | 74 |
|
|
2021
Q4 | – | Sell |
-7,742
| Closed | -$210K | – | 195 |
|
|
2021
Q3 | $210K | Sell |
7,742
-94
| -1% | -$2.58K | 0.09% | 178 |
|
|
2021
Q2 | $214K | Sell |
7,836
-3,590
| -31% | -$97.4K | 0.09% | 175 |
|
|
2021
Q1 | $308K | Sell |
11,426
-3,692
| -24% | -$101K | 0.13% | 144 |
|
|
2020
Q4 | $424K | Sell |
15,118
-444
| -3% | -$12.4K | 0.16% | 122 |
|
|
2020
Q3 | $436K | Sell |
15,562
-1,890
| -11% | -$53.3K | 0.2% | 107 |
|
|
2020
Q2 | $491K | Buy |
+17,452
| New | +$486K | 0.24% | 94 |
|
|
2020
Q1 | – | Sell |
-18,466
| Closed | -$493K | – | 170 |
|
|
2019
Q4 | $493K | Buy |
18,466
+64
| +0.3% | +$1.72K | 0.23% | 105 |
|
|
2019
Q3 | $495K | Sell |
18,402
-2,390
| -11% | -$63.9K | 0.24% | 104 |
|
|
2019
Q2 | $551K | Sell |
20,792
-4,360
| -17% | -$113K | 0.25% | 96 |
|
|
2019
Q1 | $652K | Sell |
25,152
-22,576
| -47% | -$576K | 0.31% | 88 |
|
|
2018
Q4 | $1.21M | Sell |
47,728
-642
| -1% | -$16K | 0.62% | 61 |
|
|
2018
Q3 | $1.22M | Buy |
48,370
+906
| +2% | +$22.9K | 0.49% | 69 |
|
|
2018
Q2 | $1.2M | Buy |
47,464
+5,382
| +13% | +$136K | 0.55% | 65 |
|
|
2018
Q1 | $1.07M | Buy |
42,082
+3,554
| +9% | +$90.9K | 0.49% | 70 |
|
|
2017
Q4 | $1M | Buy |
38,528
+11,102
| +40% | +$290K | 0.43% | 73 |
|
|
2017
Q3 | $718K | Buy |
27,426
+1,484
| +6% | +$38.9K | 0.3% | 87 |
|
|
2017
Q2 | $678K | Buy |
25,942
+1,356
| +6% | +$35.4K | 0.31% | 87 |
|
|
2017
Q1 | $637K | Buy |
24,586
+6,416
| +35% | +$166K | 0.3% | 89 |
|
|
2016
Q4 | $468K | Buy |
18,170
+2,420
| +15% | +$63.3K | 0.3% | 93 |
|
|
2016
Q3 | $423K | Buy |
15,750
+3,514
| +29% | +$94.3K | 0.22% | 119 |
|
|
2016
Q2 | $329K | Buy |
12,236
+1,602
| +15% | +$42.5K | 0.17% | 138 |
|
|
2016
Q1 | $281K | Buy |
10,634
+1,056
| +11% | +$27.6K | 0.15% | 150 |
|
|
2015
Q4 | $247K | Buy |
+9,578
| New | +$248K | 0.14% | 156 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
RA
Oarsman Capital's SCHZ Position: Q2 2026 in Review
Oarsman Capital reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.8% in Q2 2026, selling an estimated $116K and leaving 128,446 shares worth $2.97M. The position accounts for 0.31% of the portfolio, ranked #55.
Oarsman Capital first reported a position in SCHZ in Q4 2015 and has held it in 33 quarters since. The position peaked at $3.51M in Q2 2025. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.
- Oarsman Capital held 128,446 shares of Schwab US Aggregate Bond ETF worth $2.97M as of Q2 2026.
- Oarsman Capital sold 5,018 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $116K.
- Schwab US Aggregate Bond ETF made up 0.31% of Oarsman Capital's portfolio in Q2 2026, its #55 holding.
- Oarsman Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and has held it in 33 quarters since.
- Oarsman Capital's Schwab US Aggregate Bond ETF position peaked at $3.51M in Q2 2025.
- 668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.
Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.