Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
US ˙ ARCA ˙ US8085242019

SecuritySCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
InstitutionOarsman Capital, Inc.
Latest Disclosed Ownership25,346 shares
Latest Disclosed Value $ 649,871
Oarsman Capital, Inc. reports 4.22% decrease in ownership of SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF

On April 27, 2026 - Oarsman Capital, Inc. filed a 13F-HR form disclosing ownership of 25,346 shares of Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (US:SCHX) valued at $649,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 26,464 shares of Schwab Strategic Trust - Schwab U.S. Large-Cap ETF. This represents a change in shares of -4.22% during the quarter. The current value of the position is $756,325 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 25,346 -1,118 -4.22 650 -8.85 0.0807
2026-02-13 2025-12-31 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 26,464 -400 -1.49 712 0.71 0.0924
2025-11-21 2025-09-30 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 26,864 -1,982 -6.87 708 0.43 0.0992
2025-08-01 2025-06-30 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 28,846 1,170 4.23 705 15.22 0.1105
2025-05-14 2025-03-31 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 27,676 1,075 4.04 611 -0.81 0.1098
2025-02-13 2024-12-31 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 26,601 17,776 201.43 617 3.01 0.1074
2024-11-08 2024-09-30 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 8,825 -870 -8.97 599 -3.86 0.1102
2024-08-12 2024-06-30 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 9,695 -3,190 -24.76 623 -22.15 0.1364
2024-05-15 2024-03-31 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 12,885 -3,260 -20.19 800 -12.20 0.1910
2024-02-16 2023-12-31 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 16,145 6,680 70.58 911 90.38 0.2417
2023-10-27 2023-09-30 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 9,465 0 0.00 479 -3.43 0.2001
2023-08-10 2023-06-30 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 9,465 -130 -1.35 496 6.68 0.2170
2023-05-11 2023-03-31 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 9,595 1 0.01 464 7.16 0.2169
2023-02-09 2022-12-31 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 9,594 0 0.00 433 6.65 0.2211
2022-11-10 2022-09-30 13F SCHWAB U.S. LARGE-CAP ETF ETF 808524201 9,594 14 0.15 406 -5.14 0.2176
2022-08-10 2022-06-30 13F Schwab U.S. Large-Cap ETF ETF 808524201 9,580 20 0.21 428 -16.89 0.2125
2022-05-11 2022-03-31 13F Schwab U.S. Large-Cap ETF ETF 808524201 9,560 4,775 99.79 515 -5.50 0.2011
2022-02-10 2021-12-31 13F Schwab U.S. Large-Cap ETF ETF 808524201 4,785 0 0.00 545 9.44 0.2149
2021-11-12 2021-09-30 13F Schwab U.S. Large-Cap ETF ETF 808524201 4,785 0 0.00 498 0.20 0.2016
2021-08-12 2021-06-30 13F Schwab U.S. Large-Cap ETF ETF 808524201 4,785 -2,475 -34.09 497 -28.69 0.1975
2021-05-12 2021-03-31 13F Schwab U.S. Large-Cap ETF ETF 808524201 7,260 -525 -6.74 697 -1.55 0.3016
2021-02-11 2020-12-31 13F Schwab U.S. Large-Cap ETF ETF 808524201 7,785 -400 -4.89 708 7.27 0.2751
2020-11-12 2020-09-30 13F Schwab U.S. Large-Cap ETF ETF 808524201 8,185 -435 -5.05 660 3.29 0.2974
2020-08-13 2020-06-30 13F Schwab U.S. Large-Cap ETF ETF 808524201 8,620 1,470 20.56 639 45.89 0.3158
2020-05-13 2020-03-31 13F Schwab U.S. Large-Cap ETF ETF 808524201 7,150 -1,470 -17.05 438 -33.84 0.4045
2020-02-13 2019-12-31 13F Schwab U.S. Large-Cap ETF ETF 808524201 8,620 0 0.00 662 8.35 0.3026
2019-11-12 2019-09-30 13F Schwab U.S. Large-Cap ETF ETF 808524201 8,620 2,982 52.89 611 54.29 0.2908
2019-08-13 2019-06-30 13F Schwab U.S. Large-Cap ETF ETF 808524201 5,638 5,638 396 0.1795
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.