Silver Oak Securities, Inc Schwab Strategic Tr Long Term Transaction History

Silver Oak Securities, Inc

$1 Billion
Q4 2024

A detailed history of Silver Oak Securities, Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Silver Oak Securities, Inc holds 35,520 shares of SCHQ stock, worth $1.17 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

35,520

Previous 30,517 16.39%

Holding current value

$1.17 Million

Previous $1.07 Million 4.59%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$31.33 - $35.13 $156,743 - $175,755	5,003 Added 16.39%	35,520 $1.12 Million
Q3 2024 Oct 23, 2024	BUY	$32.17 - $35.98 $959,502 - $1.07 Million	29,826 Added 4316.35%	30,517 $1.07 Million
Q2 2024 Jul 12, 2024	BUY	$31.45 - $33.71 $1,446 - $1,550	46 Added 7.13%	691 $22,000
Q1 2024 May 10, 2024	SELL	$32.9 - $35.0 $224,443 - $238,770	-6,822 Reduced 91.36%	645 $21,000
Q4 2023 Feb 05, 2024	BUY	$29.71 - $35.56 $11,765 - $14,081	396 Added 5.6%	7,467 $261,000
Q3 2023 Nov 20, 2023	SELL	$31.58 - $36.29 $2.47 Million - $2.84 Million	-78,284 Reduced 91.72%	7,071 $224,000
Q2 2023 Aug 02, 2023	BUY	$35.48 - $38.22 $2.28 Million - $2.45 Million	64,219 Added 303.84%	85,355 $3.1 Million
Q1 2023 May 05, 2023	BUY	$35.08 - $38.26 $741,450 - $808,663	21,136 New	21,136 $813,000
Q3 2022 Oct 23, 2023	SELL	$35.46 - $41.9 $2.78 Million - $3.28 Million	-78,284 Reduced 91.72%	7,071 $0

Others Institutions Holding SCHQ

# of Institutions

106

Shares Held

11.5M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
Industry ETFs

More about SCHQ

Track This Portfolio

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.

Account

Silver Oak Securities, Inc Schwab Strategic Tr Long Term Transaction History