Silver Oak Securities, Inc Schwab Strategic Tr Us Broad M Transaction History
Silver Oak Securities, Inc
- $1 Billion
- Q4 2024
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 110,529 shares of SCHB stock, worth $2.58 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
110,529
Previous 37,986
190.97%
Holding current value
$2.58 Million
Previous $2.53 Million
0.67%
% of portfolio
0.25%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
288MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio