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Oakwell Private Wealth Management, LLC: SCHR position timeline

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

Oakwell Private Wealth Management, LLC held 441,905 SCHR 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 441,905 shares
    Change vs previous 13F +8,699 shares

    1.81% of the 13F portfolio, value $10,897,386.

    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 433,206 shares
    Change vs previous 13F +17,218 shares

    1.93% of the 13F portfolio, value $10,791,154.

    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 415,988 shares
    Change vs previous 13F +40,061 shares

    1.95% of the 13F portfolio, value $10,432,970.

    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 375,927 shares
    Change vs previous 13F +26,933 shares

    1.9% of the 13F portfolio, value $9,447,040.

    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 348,994 shares
    Change vs previous 13F +30,598 shares

    2.01% of the 13F portfolio, value $8,735,311.

    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 318,396 shares
    Change vs previous 13F +22,370 shares

    2.19% of the 13F portfolio, value $7,915,319.

    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 296,026 shares
    Change vs previous 13F +168,346 shares

    2.02% of the 13F portfolio, value $7,190,480.

    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 127,680 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $6,460,611.

    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).