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 $8.7 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

348,994

Previous 318,396 9.61%

Holding current value

$8.7 Million

Previous $7.92 Million 10.36%

% of portfolio

2.01%

Previous 2.19%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

494

Shares Held

367M

Call Options Held

900

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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