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

Oakwell Private Wealth Management, LLC

  • $329 Million
  • Q1 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 31,351 shares of SCHC stock, worth $1.12 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
31,351
Previous 31,798 1.41%
Holding current value
$1.12 Million
Previous $1.11 Million 1.17%
% of portfolio
0.34%
Previous 0.39%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$33.2 - $35.86 $14,840 - $16,029
-447 Reduced 1.41%
31,351 $1.12 Million
Q4 2023

Feb 05, 2024
SELL
$30.0 - $35.05 $9,150 - $10,690
-305 Reduced 0.95%
31,798 $1.11 Million
Q3 2023

Oct 30, 2023
SELL
$32.0 - $35.51 $9,280 - $10,297
-290 Reduced 0.9%
32,103 $1.04 Million
Q2 2023

Jul 26, 2023
SELL
$32.67 - $34.58 $9,572 - $10,131
-293 Reduced 0.9%
32,393 $1.09 Million
Q1 2023

May 04, 2023
SELL
$31.54 - $34.93 $67,684 - $74,959
-2,146 Reduced 6.16%
32,686 $1.1 Million
Q4 2022

Feb 01, 2023
SELL
$29.55 - $32.98 $281,966 - $314,695
-9,542 Reduced 21.5%
34,832 $1.1 Million
Q3 2022

Oct 27, 2022
BUY
N/A
13,961 Added 45.9%
44,374 $1.23 Million
Q2 2022

Aug 03, 2022
BUY
N/A
9,600 Added 46.13%
30,413 $950,000
Q1 2022

May 03, 2022
BUY
N/A
2,179 Added 11.69%
20,813 $790,000
Q4 2021

Jan 21, 2022
SELL
N/A
-234 Reduced 1.24%
18,634 $763,000
Q3 2021

Oct 14, 2021
SELL
N/A
-39,843 Reduced 67.86%
18,868 $783,000
Q2 2021

Jul 29, 2021
BUY
N/A
5,627 Added 10.6%
58,711 $2.44 Million
Q1 2021

Apr 21, 2021
BUY
N/A
5,304 Added 11.1%
53,084 $2.09 Million
Q4 2020

Feb 10, 2021
BUY
N/A
47,780 New
47,780 $1.8 Million

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
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