Silverlake Wealth Management LLC Schwab Strategic Tr Long Term Transaction History

Silverlake Wealth Management LLC

$449 Billion
Q4 2025

A detailed history of Silverlake Wealth Management LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Silverlake Wealth Management LLC holds 20,631 shares of SCHQ stock, worth $663,492. This represents 0.15% of its overall portfolio holdings.

Number of Shares

20,631

Previous 10,782 91.35%

Holding current value

$663,492

Previous $348 Million 87.74%

% of portfolio

0.15%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	BUY	$32.05 - $33.17 $315,660 - $326,691	9,849 Added 91.35%	20,631 $654 Million
Q3 2025 Oct 27, 2025	SELL	$30.81 - $32.63 $9,273 - $9,821	-301 Reduced 2.72%	10,782 $348 Million
Q2 2025 Aug 25, 2025	SELL	$30.46 - $33.4 $241,669 - $264,995	-7,934 Reduced 41.72%	11,083 $353 Million
Q1 2025 Apr 30, 2025	BUY	$30.72 - $33.22 $584,202 - $631,744	19,017 New	19,017 $623 Million
Q3 2024 Oct 10, 2024	BUY	$32.17 - $35.98 $27,376 - $30,618	851 Added 8.66%	10,676 $374 Million

Q2 2024 Aug 02, 2024	SELL	$31.45 - $33.71 $3,774 - $4,045	-120 Reduced 1.21%	9,825 $322 Million
Q1 2024 Apr 18, 2024	BUY	$32.9 - $35.0 $15,331 - $16,310	466 Added 4.92%	9,945 $335 Million
Q4 2023 Jan 22, 2024	BUY	$29.71 - $35.56 $281,621 - $337,073	9,479 New	9,479 $333 Million

Others Institutions Holding SCHQ

# of Institutions

118

Shares Held

14.6M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Silverlake Wealth Management LLC Schwab Strategic Tr Long Term Transaction History