Silver Oak Advisory Group, Inc. Schwab Strategic Tr Us Broad M Transaction History
Silver Oak Advisory Group, Inc.
- $195 Million
- Q3 2024
A detailed history of Silver Oak Advisory Group, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 64,526 shares of SCHB stock, worth $1.51 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
64,526
Previous 64,880
0.55%
Holding current value
$1.51 Million
Previous $4.08 Million
5.22%
% of portfolio
2.2%
Previous 2.27%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,196Shares Held
256MCall Options Held
172KPut 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$142 Million0.97% of portfolio