Silver Oak Advisory Group, Inc. Schwab Strategic Tr Us Broad M Transaction History
Silver Oak Advisory Group, Inc.
- $206 Million
- Q2 2025
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 163,945 shares of SCHB stock, worth $4.25 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
163,945
Previous 174,459
6.03%
Holding current value
$4.25 Million
Previous $3.76 Million
3.99%
% of portfolio
1.89%
Previous 1.99%
Shares
15 transactions
Others Institutions Holding SCHB
# of Institutions
1,351Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.68 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$436 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$341 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$317 Million3.25% of portfolio