Oarsman Capital, Inc. Schwab Strategic Tr Us Large C Transaction History

Oarsman Capital, Inc.

$562 Million
Q4 2024

A detailed history of Oarsman Capital, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Oarsman Capital, Inc. holds 26,601 shares of SCHX stock, worth $631,773. This represents 0.11% of its overall portfolio holdings.

Number of Shares

26,601

Previous 8,825 201.43%

Holding current value

$631,773

Previous $598,000 3.01%

% of portfolio

0.11%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$22.4 - $68.28 $398,182 - $1.21 Million	17,776 Added 201.43%	26,601 $616,000
Q3 2024 Nov 08, 2024	SELL	$61.11 - $67.85 $53,165 - $59,029	-870 Reduced 8.97%	8,825 $598,000
Q2 2024 Aug 12, 2024	SELL	$58.7 - $64.78 $187,253 - $206,648	-3,190 Reduced 24.76%	9,695 $622,000
Q1 2024 May 15, 2024	SELL	$55.41 - $62.08 $180,636 - $202,380	-3,260 Reduced 20.19%	12,885 $799,000
Q4 2023 Feb 16, 2024	BUY	$48.47 - $56.6 $323,779 - $378,088	6,680 Added 70.58%	16,145 $910,000
Q2 2023 Aug 10, 2023	SELL	$47.67 - $52.37 $6,197 - $6,808	-130 Reduced 1.35%	9,465 $495,000
Q1 2023 May 11, 2023	BUY	$44.78 - $49.41 $44 - $49	1 Added 0.01%	9,595 $464,000
Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $592 - $714	14 Added 0.15%	9,594 $406,000
Q2 2022 Aug 10, 2022	BUY	$43.35 - $54.51 $867 - $1,090	20 Added 0.21%	9,580 $428,000
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $236,410 - $273,464	4,775 Added 99.79%	9,560 $515,000
Q2 2021 Aug 12, 2021	SELL	$48.62 - $52.01 $120,334 - $128,724	-2,475 Reduced 34.09%	4,785 $497,000
Q1 2021 May 12, 2021	SELL	$44.9 - $48.34 $23,572 - $25,378	-525 Reduced 6.74%	7,260 $697,000
Q4 2020 Feb 11, 2021	SELL	$39.35 - $45.48 $15,740 - $18,192	-400 Reduced 4.89%	7,785 $708,000
Q3 2020 Nov 12, 2020	SELL	$37.26 - $43.03 $16,208 - $18,718	-435 Reduced 5.05%	8,185 $660,000
Q2 2020 Aug 13, 2020	BUY	$29.25 - $38.76 $42,997 - $56,977	1,470 Added 20.56%	8,620 $639,000
Q1 2020 May 13, 2020	SELL	$26.61 - $40.52 $39,116 - $59,564	-1,470 Reduced 17.05%	7,150 $438,000
Q3 2019 Nov 12, 2019	BUY	$35.28 - $36.01 $105,204 - $107,381	2,982 Added 52.89%	8,620 $611,000
Q2 2019 Aug 13, 2019	BUY	N/A	5,638 New	5,638 $396,000

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Oarsman Capital, Inc. Schwab Strategic Tr Us Large C Transaction History