Silver Oak Securities, Inc Schwab Strategic U.S. Mid Cap Transaction History

Silver Oak Securities, Inc

$1.02 Billion
Q1 2025

A detailed history of Silver Oak Securities, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Silver Oak Securities, Inc holds 190,955 shares of SCHM stock, worth $5.2 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

190,955

Holding current value

$5.2 Million

% of portfolio

0.49%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$25.58 - $29.24 $4.88 Million - $5.58 Million	190,955 New	190,955 $5 Million
Q4 2024 Jan 27, 2025	BUY	$27.54 - $83.04 $3.6 Million - $10.8 Million	130,559 Added 185.1%	201,092 $5.57 Million
Q3 2024 Oct 23, 2024	BUY	$75.47 - $83.18 $770,624 - $849,350	10,211 Added 16.93%	70,533 $5.86 Million
Q2 2024 Jul 12, 2024	BUY	$75.69 - $81.19 $64,033 - $68,686	846 Added 1.42%	60,322 $4.69 Million
Q1 2024 May 10, 2024	SELL	$72.89 - $81.43 $311,969 - $348,520	-4,280 Reduced 6.71%	59,476 $4.84 Million
Q4 2023 Feb 05, 2024	BUY	$63.01 - $75.95 $650,326 - $783,879	10,321 Added 19.32%	63,756 $4.8 Million
Q3 2023 Nov 20, 2023	BUY	$66.75 - $73.98 $26,366 - $29,222	395 Added 0.74%	53,435 $3.62 Million
Q2 2023 Aug 02, 2023	BUY	$65.29 - $71.03 $690,768 - $751,497	10,580 Added 24.92%	53,040 $3.77 Million
Q1 2023 May 05, 2023	BUY	$64.24 - $73.9 $443,962 - $510,722	6,911 Added 19.44%	42,460 $2.88 Million
Q4 2022 Feb 02, 2023	BUY	$61.05 - $69.94 $240,109 - $275,074	3,933 Added 12.44%	35,549 $2.33 Million
Q3 2022 Oct 23, 2023	BUY	$60.5 - $72.51 $23,897 - $28,641	395 Added 0.74%	53,435 $0
Q3 2022 Oct 20, 2022	BUY	$60.5 - $72.51 $61,105 - $73,235	1,010 Added 3.3%	31,616 $1.91 Million
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $709,845 - $890,365	11,654 Added 61.49%	30,606 $2.03 Million
Q1 2022 May 10, 2022	BUY	$70.66 - $80.89 $1.34 Million - $1.53 Million	18,952 New	18,952 $1.4 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Silver Oak Securities, Inc Schwab Strategic U.S. Mid Cap Transaction History