Silver Oak Securities, Inc Schwab Strategic Tr Us Broad M Transaction History

Silver Oak Securities, Inc

  • $1.33 Billion
  • Q4 2025

A detailed history of Silver Oak Securities, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Silver Oak Securities, Inc holds 75,725 shares of SCHB stock, worth $1.96 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
75,725
Previous 80,401 5.82%
Holding current value
$1.96 Million
Previous $2.07 Million 5.42%
% of portfolio
0.15%
Previous 0.17%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$25.2 - $26.46 $117,835 - $123,726
-4,676 Reduced 5.82%
75,725 $1.96 Million
Q3 2025

Oct 21, 2025
BUY
$23.82 - $25.84 $37,587 - $40,775
1,578 Added 2.0%
80,401 $2.07 Million
Q2 2025

Jul 11, 2025
SELL
$19.1 - $23.83 $6,207 - $7,744
-325 Reduced 0.41%
78,823 $1.88 Million
Q1 2025

Apr 28, 2025
BUY
$21.23 - $23.75 $1.68 Million - $1.88 Million
79,148 New
79,148 $1.7 Million
Q4 2024

Jan 27, 2025
BUY
$22.01 - $66.82 $1.6 Million - $4.85 Million
72,543 Added 190.97%
110,529 $2.51 Million
Q3 2024

Oct 23, 2024
BUY
$59.93 - $66.52 $1.7 Million - $1.88 Million
28,320 Added 292.99%
37,986 $2.53 Million
Q2 2024

Jul 12, 2024
BUY
$57.57 - $63.3 $38,168 - $41,967
663 Added 7.36%
9,666 $607,000
Q1 2024

May 10, 2024
SELL
$54.61 - $61.05 $1.66 Million - $1.85 Million
-30,339 Reduced 77.12%
9,003 $549,000
Q4 2023

Feb 05, 2024
BUY
$47.61 - $55.91 $1.44 Million - $1.69 Million
30,287 Added 334.48%
39,342 $2.19 Million
Q3 2023

Nov 20, 2023
SELL
$49.59 - $53.57 $572,268 - $618,197
-11,540 Reduced 56.03%
9,055 $451,000
Q2 2023

Aug 02, 2023
BUY
$47.08 - $51.7 $761,236 - $835,937
16,169 Added 365.32%
20,595 $1.06 Million
Q1 2023

May 05, 2023
SELL
$44.47 - $49.23 $65,993 - $73,057
-1,484 Reduced 25.11%
4,426 $212,000
Q4 2022

Feb 02, 2023
SELL
$41.94 - $47.81 $18,118 - $20,653
-432 Reduced 6.81%
5,910 $265,000
Q3 2022

Oct 23, 2023
SELL
$41.99 - $50.63 $484,564 - $584,270
-11,540 Reduced 56.03%
9,055 $0
Q3 2022

Oct 20, 2022
BUY
$41.99 - $50.63 $713 - $860
17 Added 0.27%
6,342 $266,000
Q2 2022

Aug 15, 2022
BUY
$42.93 - $53.98 $271,532 - $341,423
6,325 New
6,325 $294,000

Others Institutions Holding SCHB

# of Institutions
1,386
Shares Held
493M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email