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OARSMAN CAPITAL, INC.: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OARSMAN CAPITAL, INC. on SCHZ, newest first. How the timeline and the estimate are built.

OARSMAN CAPITAL, INC. held 128,446 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,446 shares
    Change vs previous 13F -5,018 shares

    0.31% of the 13F portfolio, value $2,970,957.

    13F-HR 0001569667-26-000003 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 133,464 shares
    Change vs previous 13F +2,611 shares

    0.38% of the 13F portfolio, value $3,099,041.

    13F-HR 0001569667-26-000002 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 130,853 shares
    Change vs previous 13F -12,649 shares

    0.4% of the 13F portfolio, value $3,058,032.

    13F-HR 0001569667-26-000001 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 143,502 shares
    Change vs previous 13F -7,718 shares

    0.47% of the 13F portfolio, value $3,367,992.

    13F-HR 0001569667-25-000013 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 151,220 shares
    Change vs previous 13F +34,986 shares

    0.55% of the 13F portfolio, value $3,514,358.

    13F-HR 0001569667-25-000003 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 116,234 shares
    Change vs previous 13F -6,580 shares

    0.48% of the 13F portfolio, value $2,691,974.

    13F-HR 0001569667-25-000002 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 122,814 shares
    Change vs previous 13F +61,871 shares

    0.49% of the 13F portfolio, value $2,787,874.

    13F-HR 0001569667-25-000001 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,943 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,896,021.

    13F-HR 0001569667-24-000005 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).