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Oakwell Private Wealth Management, LLC: SCHO position timeline

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

Oakwell Private Wealth Management, LLC held 394,744 SCHO 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 394,744 shares
    Change vs previous 13F +7,860 shares

    1.58% of the 13F portfolio, value $9,529,130.

    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 386,884 shares
    Change vs previous 13F +15,361 shares

    1.68% of the 13F portfolio, value $9,389,675.

    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 371,523 shares
    Change vs previous 13F +35,241 shares

    1.69% of the 13F portfolio, value $9,054,016.

    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 336,282 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $8,205,281.

    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).