A detailed history of Silver Oak Securities, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Silver Oak Securities, Inc holds 52,796 shares of SCHG stock, worth $1.45 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
52,796
Previous 49,276 7.14%
Holding current value
$1.45 Million
Previous $4.97 Million 10.71%
% of portfolio
0.61%
Previous 0.78%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$92.63 - $105.69 $326,057 - $372,028
3,520 Added 7.14%
52,796 $5.5 Million
Q2 2024

Jul 12, 2024

BUY
$87.04 - $101.61 $1.83 Million - $2.14 Million
21,053 Added 74.6%
49,276 $4.97 Million
Q1 2024

May 10, 2024

BUY
$80.6 - $93.32 $376,805 - $436,270
4,675 Added 19.85%
28,223 $2.62 Million
Q4 2023

Feb 05, 2024

BUY
$70.08 - $83.37 $44,290 - $52,689
632 Added 2.76%
23,548 $1.95 Million
Q3 2023

Nov 20, 2023

BUY
$71.99 - $78.02 $914,704 - $991,322
12,706 Added 124.45%
22,916 $1.67 Million
Q2 2023

Aug 02, 2023

SELL
$63.6 - $74.95 $248,485 - $292,829
-3,907 Reduced 27.68%
10,210 $765,000
Q1 2023

May 05, 2023

BUY
$54.19 - $65.17 $396,779 - $477,174
7,322 Added 107.76%
14,117 $920,000
Q4 2022

Feb 02, 2023

BUY
$54.31 - $60.76 $17,867 - $19,990
329 Added 5.09%
6,795 $378,000
Q3 2022

Oct 23, 2023

BUY
$55.81 - $69.25 $709,121 - $879,890
12,706 Added 124.45%
22,916 $0
Q3 2022

Oct 20, 2022

BUY
$55.81 - $69.25 $6,697 - $8,310
120 Added 1.89%
6,466 $361,000
Q2 2022

Aug 15, 2022

SELL
$55.73 - $76.55 $14,879 - $20,438
-267 Reduced 4.04%
6,346 $393,000
Q1 2022

May 10, 2022

BUY
$65.63 - $82.62 $434,011 - $546,366
6,613 New
6,613 $474,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.