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Oakwell Private Wealth Management, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oakwell Private Wealth Management, LLC on SCHA, newest first. How the timeline and the estimate are built.

Oakwell Private Wealth Management, LLC held 67,029 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,029 shares
    Change vs previous 13F -550 shares

    0.4% of the 13F portfolio, value $2,421,740.

    13F-HR 0001941040-26-000497 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,579 shares
    Change vs previous 13F +702 shares

    0.35% of the 13F portfolio, value $1,965,183.

    13F-HR 0001941040-26-000290 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 66,877 shares
    Change vs previous 13F +2,624 shares

    0.36% of the 13F portfolio, value $1,904,643.

    13F-HR 0001941040-26-000059 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 64,253 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,792,645.

    13F-HR 0001941040-25-000622 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,253 shares
    Change vs previous 13F +208 shares

    0.37% of the 13F portfolio, value $1,625,589.

    13F-HR 0001941040-25-000423 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 64,045 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,500,563.

    13F-HR 0001941040-25-000260 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,045 shares
    Change vs previous 13F +32,007 shares

    0.46% of the 13F portfolio, value $1,656,191.

    13F-HR 0001941040-25-000064 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,038 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,649,932.

    13F-HR 0001941040-24-000462 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).