Silver Oak Securities, Inc Schwab Strategic Tr Us Large C Transaction History
Silver Oak Securities, Inc
- $1.22 Billion
- Q3 2025
A detailed history of Silver Oak Securities, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Silver Oak Securities, Inc holds 205,096 shares of SCHG stock, worth $6.62 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
205,096
Previous 123,997
65.4%
Holding current value
$6.62 Million
Previous $3.62 Million
80.72%
% of portfolio
0.54%
Previous 0.32%
Shares
16 transactions
Others Institutions Holding SCHG
# of Institutions
1,683Shares Held
854MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio