Silver Oak Securities, Inc Schwab Strategic Tr Us Broad M Transaction History

Silver Oak Securities, Inc

$1.22 Billion
Q3 2025

A detailed history of Silver Oak Securities, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Silver Oak Securities, Inc holds 80,401 shares of SCHB stock, worth $2.08 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

80,401

Previous 78,823 2.0%

Holding current value

$2.08 Million

Previous $1.88 Million 10.06%

% of portfolio

0.17%

Previous 0.17%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$23.82 - $25.84 $37,587 - $40,775	1,578 Added 2.0%	80,401 $2.07 Million
Q2 2025 Jul 11, 2025	SELL	$19.1 - $23.83 $6,207 - $7,744	-325 Reduced 0.41%	78,823 $1.88 Million
Q1 2025 Apr 28, 2025	BUY	$21.23 - $23.75 $1.68 Million - $1.88 Million	79,148 New	79,148 $1.7 Million
Q4 2024 Jan 27, 2025	BUY	$22.01 - $66.82 $1.6 Million - $4.85 Million	72,543 Added 190.97%	110,529 $2.51 Million
Q3 2024 Oct 23, 2024	BUY	$59.93 - $66.52 $1.7 Million - $1.88 Million	28,320 Added 292.99%	37,986 $2.53 Million

Q2 2024 Jul 12, 2024	BUY	$57.57 - $63.3 $38,168 - $41,967	663 Added 7.36%	9,666 $607,000
Q1 2024 May 10, 2024	SELL	$54.61 - $61.05 $1.66 Million - $1.85 Million	-30,339 Reduced 77.12%	9,003 $549,000
Q4 2023 Feb 05, 2024	BUY	$47.61 - $55.91 $1.44 Million - $1.69 Million	30,287 Added 334.48%	39,342 $2.19 Million
Q3 2023 Nov 20, 2023	SELL	$49.59 - $53.57 $572,268 - $618,197	-11,540 Reduced 56.03%	9,055 $451,000
Q2 2023 Aug 02, 2023	BUY	$47.08 - $51.7 $761,236 - $835,937	16,169 Added 365.32%	20,595 $1.06 Million
Q1 2023 May 05, 2023	SELL	$44.47 - $49.23 $65,993 - $73,057	-1,484 Reduced 25.11%	4,426 $212,000
Q4 2022 Feb 02, 2023	SELL	$41.94 - $47.81 $18,118 - $20,653	-432 Reduced 6.81%	5,910 $265,000
Q3 2022 Oct 23, 2023	SELL	$41.99 - $50.63 $484,564 - $584,270	-11,540 Reduced 56.03%	9,055 $0
Q3 2022 Oct 20, 2022	BUY	$41.99 - $50.63 $713 - $860	17 Added 0.27%	6,342 $266,000
Q2 2022 Aug 15, 2022	BUY	$42.93 - $53.98 $271,532 - $341,423	6,325 New	6,325 $294,000

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Silver Oak Securities, Inc Schwab Strategic Tr Us Broad M Transaction History