Oakwell Private Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Oakwell Private Wealth Management, LLC

  • $434 Million
  • Q2 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 348,994 shares of SCHR stock, worth $8.76 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
348,994
Previous 318,396 9.61%
Holding current value
$8.76 Million
Previous $7.92 Million 10.36%
% of portfolio
2.01%
Previous 2.19%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$24.54 - $25.07 $750,874 - $767,091
30,598 Added 9.61%
348,994 $8.74 Million
Q1 2025

May 05, 2025
BUY
$24.05 - $24.86 $537,998 - $556,118
22,370 Added 7.56%
318,396 $7.92 Million
Q4 2024

Feb 04, 2025
BUY
$24.19 - $50.58 $4.07 Million - $8.51 Million
168,346 Added 131.85%
296,026 $7.19 Million
Q3 2024

Nov 04, 2024
SELL
$48.4 - $50.91 $1.31 Million - $1.38 Million
-27,028 Reduced 17.47%
127,680 $6.46 Million
Q2 2024

Aug 08, 2024
BUY
$47.85 - $49.0 $706,122 - $723,093
14,757 Added 10.54%
154,708 $7.55 Million
Q1 2024

Apr 25, 2024
BUY
$48.64 - $49.88 $866,618 - $888,711
17,817 Added 14.59%
139,951 $6.86 Million
Q4 2023

Feb 05, 2024
BUY
$47.09 - $49.87 $417,641 - $442,297
8,869 Added 7.83%
122,134 $6.07 Million
Q3 2023

Oct 30, 2023
SELL
$47.78 - $49.59 $62,018 - $64,367
-1,298 Reduced 1.13%
113,265 $5.43 Million
Q2 2023

Jul 26, 2023
BUY
$49.25 - $50.96 $176,315 - $182,436
3,580 Added 3.23%
114,563 $5.65 Million
Q1 2023

May 04, 2023
BUY
$48.55 - $50.78 $67,484 - $70,584
1,390 Added 1.27%
110,983 $5.6 Million
Q4 2022

Feb 01, 2023
BUY
$48.12 - $50.24 $43,837 - $45,768
911 Added 0.84%
109,593 $5.4 Million
Q3 2022

Oct 27, 2022
SELL
$48.68 - $52.54 $108,507 - $117,111
-2,229 Reduced 2.01%
108,682 $5.34 Million
Q2 2022

Aug 03, 2022
SELL
$50.08 - $52.78 $198,116 - $208,797
-3,956 Reduced 3.44%
110,911 $5.72 Million
Q1 2022

May 03, 2022
SELL
$52.72 - $55.84 $71,541 - $75,774
-1,357 Reduced 1.17%
114,867 $6.12 Million
Q4 2021

Jan 21, 2022
BUY
$55.82 - $56.81 $12,280 - $12,498
220 Added 0.19%
116,224 $6.53 Million
Q3 2021

Oct 14, 2021
BUY
$56.59 - $57.62 $862,431 - $878,128
15,240 Added 15.12%
116,004 $6.58 Million
Q2 2021

Jul 29, 2021
BUY
$56.38 - $57.16 $768,854 - $779,490
13,637 Added 15.65%
100,764 $5.73 Million
Q1 2021

Apr 21, 2021
BUY
$56.41 - $58.25 $556,428 - $574,578
9,864 Added 12.77%
87,127 $4.92 Million
Q4 2020

Feb 10, 2021
BUY
$57.98 - $58.64 $4.48 Million - $4.53 Million
77,263 New
77,263 $4.5 Million

Others Institutions Holding SCHR

# of Institutions
496
Shares Held
371M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Oakwell Private Wealth Management, LLC Portfolio

Follow Oakwell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email