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

Silver Oak Securities, Inc

  • $899 Million
  • Q3 2024

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 70,533 shares of SCHM stock, worth $1.95 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
70,533
Previous 60,322 16.93%
Holding current value
$1.95 Million
Previous $4.69 Million 24.84%
% of portfolio
0.65%
Previous 0.74%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
925
Shares Held
96.1M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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