Silver Oak Securities, Inc Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Silver Oak Securities, Inc holds 205,096 shares of SCHG stock, worth $6.51 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

205,096

Previous 123,997 65.4%

Holding current value

$6.51 Million

Previous $3.62 Million 80.72%

% of portfolio

0.54%

Previous 0.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$28.92 - $32.19 $2.35 Million - $2.61 Million	81,099 Added 65.4%	205,096 $6.54 Million
Q2 2025 Jul 11, 2025	SELL	$22.27 - $29.21 $1.05 Million - $1.37 Million	-47,028 Reduced 27.5%	123,997 $3.62 Million
Q1 2025 Apr 28, 2025	BUY	$24.91 - $29.02 $4.26 Million - $4.96 Million	171,025 New	171,025 $4.28 Million
Q4 2024 Jan 27, 2025	BUY	$25.93 - $105.3 $6.7 Million - $27.2 Million	258,531 Added 489.68%	311,327 $8.68 Million
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

# of Institutions

1,636

Shares Held

832M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

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.

Account

Silver Oak Securities, Inc Schwab Strategic Tr Us Large C Transaction History