Oakwell Private Wealth Management, LLC SCHR Holdings History
Oakwell Private Wealth Management, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held 318,396.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $7.92 Mil. This investment constitutes 2.19% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.07% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2020Q4. And since then Oakwell Private Wealth Management, LLC has made 13 purchases of SCHR, at an average price of $40.02, for a total of 327,236.00 shares. In addition, there have been 4 sales at an average price of $51.42 for 8,840.00 shares. Based on historical transaction data and SCHR's current price of $24.89, Oakwell Private Wealth Management, LLC's estimated gain on his SCHR holdings is $-4.72 Mil, reflecting a -36.02% gain to date.
Oakwell Private Wealth Management, LLC SCHR ($24.89) Holding Chart
Oakwell Private Wealth Management, LLC SCHR ($24.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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