Oakwell Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Oakwell Private Wealth Management, LLC

$357 Million
Q4 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 18,063 shares of SCHM stock, worth $515,156. This represents 0.14% of its overall portfolio holdings.

Number of Shares

18,063

Previous 6,347 184.59%

Holding current value

$515,156

Previous $527,000 5.12%

% of portfolio

0.14%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$27.54 - $83.04 $322,658 - $972,896	11,716 Added 184.59%	18,063 $500,000
Q3 2024 Nov 04, 2024	SELL	$75.47 - $83.18 $34,036 - $37,514	-451 Reduced 6.63%	6,347 $527,000
Q1 2024 Apr 25, 2024	SELL	$72.89 - $81.43 $218 - $244	-3 Reduced 0.04%	6,798 $553,000
Q2 2023 Jul 26, 2023	SELL	$65.29 - $71.03 $16,453 - $17,899	-252 Reduced 3.57%	6,801 $483,000
Q2 2022 Aug 03, 2022	SELL	$60.91 - $76.4 $21,135 - $26,510	-347 Reduced 4.69%	7,053 $442,000
Q4 2021 Jan 21, 2022	SELL	$76.01 - $83.39 $2,888 - $3,168	-38 Reduced 0.51%	7,400 $595,000
Q3 2021 Oct 14, 2021	SELL	$74.65 - $80.95 $122,724 - $133,081	-1,644 Reduced 18.1%	7,438 $570,000
Q4 2020 Feb 10, 2021	BUY	$55.93 - $68.45 $507,956 - $621,662	9,082 New	9,082 $619,000

Others Institutions Holding SCHM

# of Institutions

990

Shares Held

224M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.

Account

Oakwell Private Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History