Schwab Strategic Tr us aggregate b shares owned by Oarsman Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Oarsman Capital
from 13F filings
Historical chart of Oarsman Capital investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Oarsman Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.2M | 48k | 45.58 |
| 2024-03-31 | $1.3M | 28k | 46.00 |
| 2021-09-30 | $210k | 3.9k | 54.25 |
| 2021-06-30 | $214k | 3.9k | 54.62 |
| 2021-03-31 | $308k | 5.7k | 53.91 |
| 2020-12-31 | $424k | 7.6k | 56.09 |
| 2020-09-30 | $436k | 7.8k | 56.03 |
| 2020-06-30 | $491k | 8.7k | 56.27 |
| 2019-12-31 | $493k | 9.2k | 53.40 |
| 2019-09-30 | $495k | 9.2k | 53.80 |
| 2019-06-30 | $551k | 10k | 53.00 |
| 2019-03-31 | $652k | 13k | 51.84 |
| 2018-12-31 | $1.2M | 24k | 50.58 |
| 2018-09-30 | $1.2M | 24k | 50.24 |
| 2018-06-30 | $1.2M | 24k | 50.65 |
| 2018-03-31 | $1.1M | 21k | 51.00 |
| 2017-12-31 | $1.0M | 19k | 52.01 |
| 2017-09-30 | $718k | 14k | 52.36 |
| 2017-06-30 | $678k | 13k | 52.27 |
| 2017-03-31 | $637k | 12k | 51.82 |
| 2016-12-31 | $468k | 9.1k | 51.51 |
| 2016-09-30 | $423k | 7.9k | 53.71 |
| 2016-06-30 | $329k | 6.1k | 53.78 |
| 2016-03-31 | $281k | 5.3k | 52.85 |
| 2015-12-31 | $247k | 4.8k | 51.58 |
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