Silver Oak Advisory Group, Inc. Schwab Strategic Tr Us Broad M Transaction History

Silver Oak Advisory Group, Inc.

$180 Million
Q2 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 64,880 shares of SCHB stock, worth $4.3 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

64,880

Previous 66,333 2.19%

Holding current value

$4.3 Million

Previous $4.05 Million 0.72%

% of portfolio

2.27%

Previous 2.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$57.57 - $63.3 $83,649 - $91,974	-1,453 Reduced 2.19%	64,880 $4.08 Million
Q1 2024 May 03, 2024	SELL	$54.61 - $61.05 $149,904 - $167,582	-2,745 Reduced 3.97%	66,333 $4.05 Million
Q4 2023 Feb 02, 2024	SELL	$47.61 - $55.91 $286,659 - $336,634	-6,021 Reduced 8.02%	69,078 $3.85 Million
Q3 2023 Nov 03, 2023	SELL	$49.59 - $53.57 $13,538 - $14,624	-273 Reduced 0.36%	75,099 $3.74 Million
Q2 2023 Aug 04, 2023	SELL	$47.08 - $51.7 $50,328 - $55,267	-1,069 Reduced 1.4%	75,372 $3.9 Million
Q1 2023 May 05, 2023	SELL	$44.47 - $49.23 $42,068 - $46,571	-946 Reduced 1.22%	76,441 $3.66 Million
Q4 2022 Feb 13, 2023	BUY	$41.94 - $47.81 $95,245 - $108,576	2,271 Added 3.02%	77,387 $3.47 Million
Q3 2022 Oct 31, 2022	SELL	$41.99 - $50.63 $590,253 - $711,705	-14,057 Reduced 15.76%	75,116 $3.15 Million
Q2 2022 Aug 11, 2022	SELL	$42.93 - $53.98 $294,199 - $369,924	-6,853 Reduced 7.14%	89,173 $3.94 Million
Q1 2022 May 03, 2022	BUY	$49.15 - $56.85 $2.31 Million - $2.67 Million	47,048 Added 96.06%	96,026 $5.13 Million
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $2.54 Million - $2.78 Million	48,978 New	48,978 $5.54 Million

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

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About SCHWAB STRATEGIC TR US BROAD M

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Silver Oak Advisory Group, Inc. Schwab Strategic Tr Us Broad M Transaction History