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Schwab Strategic Tr us dividend eq shares owned by Oarsman Capital

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Oarsman Capital from 13F filings

Historical chart of Oarsman Capital investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Oarsman Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Oarsman Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $911k 11k 84.53
2024-06-30 $822k 11k 77.76
2024-03-31 $827k 10k 80.63
2023-12-31 $912k 12k 76.13
2023-09-30 $910k 13k 70.76
2023-06-30 $977k 14k 72.62
2023-03-31 $1.0M 14k 73.16
2022-12-31 $1.2M 15k 75.54
2022-09-30 $732k 11k 66.43
2022-06-30 $797k 11k 71.60
2022-03-31 $871k 11k 78.87
2021-12-31 $892k 11k 80.87
2021-09-30 $809k 11k 74.27
2021-06-30 $898k 12k 75.66
2021-03-31 $831k 11k 72.95
2020-12-31 $673k 11k 64.18
2020-09-30 $602k 11k 55.32
2020-06-30 $432k 8.3k 51.76
2018-09-30 $240k 4.5k 52.98
2018-06-30 $226k 4.6k 49.19
2018-03-31 $282k 5.7k 49.09
2017-12-31 $341k 6.7k 51.19
2017-09-30 $410k 8.8k 46.84
2017-06-30 $434k 9.6k 45.05
2017-03-31 $448k 10k 44.60
2016-12-31 $443k 10k 43.53
2016-09-30 $428k 10k 42.33
2016-06-30 $513k 12k 41.43
2016-03-31 $507k 13k 40.08
2015-12-31 $541k 14k 38.54
2015-09-30 $485k 14k 35.98
2015-06-30 $497k 13k 38.27
2015-03-31 $440k 11k 39.41
2014-12-31 $400k 10k 39.86
2014-09-30 $283k 7.3k 38.59
2014-06-30 $268k 7.0k 38.20
2014-03-31 $221k 6.0k 36.81
2013-12-31 $208k 5.7k 36.61

More positions owned by Oarsman Capital

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Value Etf Etf (VTV)
Schwab International Equity Etf Etf (SCHF)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Core S&p 500 Etf Etf (IVV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Microsoft Corp Stock (MSFT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Apple Stock (AAPL)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Fiserv Stock (FI)

View all positions for Oarsman Capital

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq