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

Oakwell Private Wealth Management, LLC

  • $362 Million
  • Q1 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 70,151 shares of SCHE stock, worth $2.01 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
70,151
Previous 79,238 11.47%
Holding current value
$2.01 Million
Previous $2.11 Million 8.34%
% of portfolio
0.53%
Previous 0.59%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$25.81 - $28.52 $234,535 - $259,161
-9,087 Reduced 11.47%
70,151 $1.93 Million
Q4 2024

Feb 04, 2025
SELL
$26.63 - $30.23 $521,601 - $592,115
-19,587 Reduced 19.82%
79,238 $2.11 Million
Q3 2024

Nov 04, 2024
SELL
$25.45 - $29.53 $190,416 - $220,943
-7,482 Reduced 7.04%
98,825 $2.88 Million
Q1 2024

Apr 25, 2024
SELL
$23.47 - $25.45 $41,471 - $44,970
-1,767 Reduced 1.63%
106,307 $2.68 Million
Q4 2023

Feb 05, 2024
SELL
$23.04 - $24.89 $159,528 - $172,338
-6,924 Reduced 6.02%
108,074 $2.68 Million
Q3 2023

Oct 30, 2023
SELL
$23.83 - $26.11 $63,244 - $69,295
-2,654 Reduced 2.26%
114,998 $2.75 Million
Q2 2023

Jul 26, 2023
SELL
$23.66 - $25.54 $6,033 - $6,512
-255 Reduced 0.22%
117,652 $2.9 Million
Q1 2023

May 04, 2023
SELL
$23.32 - $26.39 $797,963 - $903,013
-34,218 Reduced 22.49%
117,907 $2.89 Million
Q4 2022

Feb 01, 2023
BUY
$21.59 - $24.95 $255,258 - $294,983
11,823 Added 8.43%
152,125 $3.6 Million
Q3 2022

Oct 27, 2022
BUY
$22.4 - $25.83 $2.15 Million - $2.47 Million
95,776 Added 215.1%
140,302 $3.14 Million
Q2 2022

Aug 03, 2022
BUY
$24.51 - $28.87 $803,609 - $946,560
32,787 Added 279.3%
44,526 $1.13 Million
Q4 2021

Jan 21, 2022
SELL
$28.68 - $31.96 $72,646 - $80,954
-2,533 Reduced 17.75%
11,739 $348,000
Q3 2021

Oct 14, 2021
SELL
$29.81 - $32.7 $38,574 - $42,313
-1,294 Reduced 8.31%
14,272 $435,000
Q2 2021

Jul 29, 2021
BUY
$31.06 - $33.61 $62 - $67
2 Added 0.01%
15,566 $512,000
Q1 2021

Apr 21, 2021
SELL
$30.78 - $34.63 $82,121 - $92,392
-2,668 Reduced 14.63%
15,564 $495,000
Q4 2020

Feb 10, 2021
BUY
$26.72 - $30.68 $487,159 - $559,357
18,232 New
18,232 $559,000

Others Institutions Holding SCHE

# of Institutions
847
Shares Held
150M
Call Options Held
30.5K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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