OPWM
Oakwell Private Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Sell |
328,190
-876
| -0.3% | -$21.4K | 1.85% | 11 |
|
|
2025
Q1 | $7.27M | Sell |
329,066
-3,497
| -1% | -$77.2K | 2.01% | 11 |
|
|
2024
Q4 | $7.71M | Buy |
332,563
+220,136
| +196% | +$5.1M | 2.16% | 9 |
|
|
2024
Q3 | $7.63M | Sell |
112,427
-2,778
| -2% | -$188K | 2.19% | 10 |
|
|
2024
Q2 | $7.4M | Sell |
115,205
-362
| -0.3% | -$23.3K | 2.09% | 11 |
|
|
2024
Q1 | $7.17M | Sell |
115,567
-311
| -0.3% | -$19.3K | 2.18% | 10 |
|
|
2023
Q4 | $6.54M | Sell |
115,878
-62
| -0.1% | -$3.5K | 2.28% | 11 |
|
|
2023
Q3 | $5.87M | Buy |
115,940
+11
| +0% | +$557 | 2.49% | 10 |
|
|
2023
Q2 | $6.07M | Sell |
115,929
-168
| -0.1% | -$8.8K | 2.54% | 9 |
|
|
2023
Q1 | $5.62M | Sell |
116,097
-3
| -0% | -$145 | 2.56% | 11 |
|
|
2022
Q4 | $5.24M | Sell |
116,100
-6,631
| -5% | -$299K | 2.5% | 13 |
|
|
2022
Q3 | $5.2M | Buy |
122,731
+5,951
| +5% | +$252K | 2.88% | 11 |
|
|
2022
Q2 | $5.22M | Sell |
116,780
-7,415
| -6% | -$331K | 2.97% | 9 |
|
|
2022
Q1 | $6.69M | Buy |
124,195
+62,056
| +100% | +$3.34M | 3.36% | 7 |
|
|
2021
Q4 | $7.07M | Sell |
62,139
-201
| -0.3% | -$22.9K | 3.52% | 8 |
|
|
2021
Q3 | $6.49M | Sell |
62,340
-1,802
| -3% | -$187K | 3.51% | 9 |
|
|
2021
Q2 | $6.67M | Sell |
64,142
-1,673
| -3% | -$174K | 4.28% | 6 |
|
|
2021
Q1 | $6.32M | Sell |
65,815
-515
| -0.8% | -$49.5K | 4.48% | 6 |
|
|
2020
Q4 | $6.03M | Buy |
+66,330
| New | +$6.03M | 4.74% | 6 |
|