Oakwell Private Wealth Management, LLC's ownership history for SCHB

Oakwell Private Wealth Management, LLC currently holds 43.5K shares with a market value of $1.1M. It started holding SCHB on 2024-09-30. At its peak, it held 48.0K shares on 2024-12-31. Its highest holding value was $1.1M on 2025-12-31. At its lowest, it held 16.0K shares on 2024-09-30, with a value of $951.0K on 2025-03-31. In the recent 180 days, Oakwell Private Wealth Management, LLC has decreased its shares by 632. In the recent year, Oakwell Private Wealth Management, LLC has decreased its shares by 632.