Schwab U S Small Cap ETF shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 64k | 27.90 |
| 2025-06-30 | $1.6M | 64k | 25.30 |
| 2025-03-31 | $1.5M | 64k | 23.43 |
| 2024-12-31 | $1.7M | 64k | 25.86 |
| 2024-09-30 | $1.6M | 32k | 51.50 |
| 2024-06-30 | $1.6M | 35k | 47.45 |
| 2024-03-31 | $1.7M | 35k | 49.24 |
| 2023-12-31 | $1.6M | 35k | 47.24 |
| 2023-09-30 | $1.6M | 38k | 41.42 |
| 2023-06-30 | $1.7M | 38k | 43.80 |
| 2023-03-31 | $1.6M | 38k | 41.93 |
| 2022-12-31 | $1.5M | 38k | 40.51 |
| 2022-09-30 | $1.6M | 43k | 37.81 |
| 2022-06-30 | $968k | 25k | 38.99 |
| 2022-03-31 | $976k | 21k | 47.36 |
| 2021-12-31 | $1.1M | 10k | 102.42 |
| 2021-09-30 | $1.1M | 11k | 100.10 |
| 2021-06-30 | $1.1M | 11k | 104.17 |
| 2021-03-31 | $1.1M | 11k | 99.63 |
| 2020-12-31 | $1.1M | 12k | 89.03 |
More positions owned by Oakwell Private Wealth Management
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