A detailed history of Silver Oak Securities, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Silver Oak Securities, Inc holds 7,499 shares of SCHW stock, worth $689,233. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,499
Previous 4,093 83.22%
Holding current value
$689,233
Previous $373,000 91.69%
% of portfolio
0.06%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$91.03 - $98.69 $310,048 - $336,138
3,406 Added 83.22%
7,499 $715,000
Q2 2025

Jul 11, 2025

BUY
$69.06 - $91.24 $19,060 - $25,182
276 Added 7.23%
4,093 $373,000
Q1 2025

Apr 21, 2025

BUY
$71.24 - $83.64 $271,923 - $319,253
3,817 New
3,817 $298,000
Q2 2023

Aug 02, 2023

BUY
$47.37 - $57.14 $422,350 - $509,460
8,916 Added 161.11%
14,450 $819,000
Q1 2023

May 05, 2023

BUY
$51.91 - $85.6 $287,269 - $473,710
5,534 New
5,534 $290,000
Q2 2022

Aug 15, 2022

SELL
$59.99 - $83.83 $157,893 - $220,640
-2,632 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$75.69 - $95.53 $199,216 - $251,434
2,632 New
2,632 $215,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $167B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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