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

Oakwell Private Wealth Management, LLC

  • $348 Million
  • Q3 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 32,038 shares of SCHA stock, worth $864,064. This represents 0.47% of its overall portfolio holdings.

Number of Shares
32,038
Previous 34,503 7.14%
Holding current value
$864,064
Previous $1.64 Million 0.73%
% of portfolio
0.47%
Previous 0.46%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$46.9 - $51.96 $115,608 - $128,081
-2,465 Reduced 7.14%
32,038 $1.65 Million
Q2 2024

Aug 08, 2024
SELL
$45.24 - $49.04 $2,850 - $3,089
-63 Reduced 0.18%
34,503 $1.64 Million
Q1 2024

Apr 25, 2024
SELL
$44.84 - $49.24 $8,160 - $8,961
-182 Reduced 0.52%
34,566 $1.7 Million
Q4 2023

Feb 05, 2024
SELL
$38.13 - $48.02 $115,038 - $144,876
-3,017 Reduced 7.99%
34,748 $1.64 Million
Q3 2023

Oct 30, 2023
SELL
$40.85 - $46.1 $7,107 - $8,021
-174 Reduced 0.46%
37,765 $1.56 Million
Q2 2023

Jul 26, 2023
BUY
$39.91 - $43.82 $6,225 - $6,835
156 Added 0.41%
37,939 $1.66 Million
Q1 2023

May 04, 2023
BUY
$39.82 - $46.36 $7,924 - $9,225
199 Added 0.53%
37,783 $1.58 Million
Q4 2022

Feb 01, 2023
SELL
$38.25 - $43.54 $215,424 - $245,217
-5,632 Reduced 13.03%
37,584 $1.52 Million
Q3 2022

Oct 27, 2022
BUY
$37.65 - $45.9 $692,383 - $844,101
18,390 Added 74.08%
43,216 $1.63 Million
Q2 2022

Aug 03, 2022
BUY
$37.88 - $48.01 $159,739 - $202,458
4,217 Added 20.46%
24,826 $968,000
Q1 2022

May 03, 2022
BUY
$44.42 - $51.73 $454,860 - $529,715
10,240 Added 98.76%
20,609 $976,000
Q4 2021

Jan 21, 2022
SELL
$48.64 - $55.07 $28,697 - $32,491
-590 Reduced 5.38%
10,369 $1.06 Million
Q3 2021

Oct 14, 2021
SELL
$48.3 - $52.49 $2,946 - $3,201
-61 Reduced 0.55%
10,959 $1.1 Million
Q2 2021

Jul 29, 2021
SELL
$48.39 - $52.91 $10,210 - $11,164
-211 Reduced 1.88%
11,020 $1.15 Million
Q1 2021

Apr 21, 2021
SELL
$43.89 - $52.63 $41,432 - $49,682
-944 Reduced 7.75%
11,231 $1.12 Million
Q4 2020

Feb 10, 2021
BUY
$34.66 - $45.17 $421,985 - $549,944
12,175 New
12,175 $1.08 Million

Others Institutions Holding SCHA

# of Institutions
1,154
Shares Held
163M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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