Oakwell Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Oakwell Private Wealth Management, LLC

$357 Million
Q4 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 332,563 shares of SCHX stock, worth $7.96 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

332,563

Previous 112,427 195.8%

Holding current value

$7.96 Million

Previous $7.63 Million 1.05%

% of portfolio

2.16%

Previous 2.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.4 - $68.28 $4.93 Million - $15 Million	220,136 Added 195.8%	332,563 $7.71 Million
Q3 2024 Nov 04, 2024	SELL	$61.11 - $67.85 $169,763 - $188,487	-2,778 Reduced 2.41%	112,427 $7.63 Million
Q2 2024 Aug 08, 2024	SELL	$58.7 - $64.78 $21,249 - $23,450	-362 Reduced 0.31%	115,205 $7.4 Million
Q1 2024 Apr 25, 2024	SELL	$55.41 - $62.08 $17,232 - $19,306	-311 Reduced 0.27%	115,567 $7.17 Million
Q4 2023 Feb 05, 2024	SELL	$48.47 - $56.6 $3,005 - $3,509	-62 Reduced 0.05%	115,878 $6.54 Million
Q3 2023 Oct 30, 2023	BUY	$50.36 - $54.21 $553 - $596	11 Added 0.01%	115,940 $5.87 Million
Q2 2023 Jul 26, 2023	SELL	$47.67 - $52.37 $8,008 - $8,798	-168 Reduced 0.14%	115,929 $6.07 Million
Q1 2023 May 04, 2023	SELL	$44.78 - $49.41 $134 - $148	-3 Reduced -0.0%	116,097 $5.62 Million
Q4 2022 Feb 01, 2023	SELL	$42.25 - $48.16 $280,159 - $319,348	-6,631 Reduced 5.4%	116,100 $5.24 Million
Q3 2022 Oct 27, 2022	BUY	$42.35 - $51.01 $252,024 - $303,560	5,951 Added 5.1%	122,731 $5.2 Million
Q2 2022 Aug 03, 2022	SELL	$43.35 - $54.51 $321,440 - $404,191	-7,415 Reduced 5.97%	116,780 $5.22 Million
Q1 2022 May 03, 2022	BUY	$49.51 - $57.27 $3.07 Million - $3.55 Million	62,056 Added 99.87%	124,195 $6.69 Million
Q4 2021 Jan 21, 2022	SELL	$51.9 - $57.29 $10,431 - $11,515	-201 Reduced 0.32%	62,139 $7.07 Million
Q3 2021 Oct 14, 2021	SELL	$51.52 - $54.94 $92,839 - $99,001	-1,802 Reduced 2.81%	62,340 $6.49 Million
Q2 2021 Jul 29, 2021	SELL	$48.62 - $52.01 $81,341 - $87,012	-1,673 Reduced 2.54%	64,142 $6.67 Million
Q1 2021 Apr 21, 2021	SELL	$44.9 - $48.34 $23,123 - $24,895	-515 Reduced 0.78%	65,815 $6.32 Million
Q4 2020 Feb 10, 2021	BUY	$39.35 - $45.48 $2.61 Million - $3.02 Million	66,330 New	66,330 $6.03 Million

Others Institutions Holding SCHX

# of Institutions

1,433

Shares Held

887M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Oakwell Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History