Silver Oak Securities, Inc Schwab Strategic Tr Long Term Transaction History

Silver Oak Securities, Inc

$899 Million
Q3 2024

A detailed history of Silver Oak Securities, Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Silver Oak Securities, Inc holds 30,517 shares of SCHQ stock, worth $1.02 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

30,517

Previous 691 4316.35%

Holding current value

$1.02 Million

Previous $22,000 4750.0%

% of portfolio

0.12%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$32.17 - $35.98 $959,502 - $1.07 Million	29,826 Added 4316.35%	30,517 $1.07 Million
Q2 2024 Jul 12, 2024	BUY	$31.45 - $33.71 $1,446 - $1,550	46 Added 7.13%	691 $22,000
Q1 2024 May 10, 2024	SELL	$32.9 - $35.0 $224,443 - $238,770	-6,822 Reduced 91.36%	645 $21,000
Q4 2023 Feb 05, 2024	BUY	$29.71 - $35.56 $11,765 - $14,081	396 Added 5.6%	7,467 $261,000
Q3 2023 Nov 20, 2023	SELL	$31.58 - $36.29 $2.47 Million - $2.84 Million	-78,284 Reduced 91.72%	7,071 $224,000
Q2 2023 Aug 02, 2023	BUY	$35.48 - $38.22 $2.28 Million - $2.45 Million	64,219 Added 303.84%	85,355 $3.1 Million
Q1 2023 May 05, 2023	BUY	$35.08 - $38.26 $741,450 - $808,663	21,136 New	21,136 $813,000
Q3 2022 Oct 23, 2023	SELL	$35.46 - $41.9 $2.78 Million - $3.28 Million	-78,284 Reduced 91.72%	7,071 $0

Others Institutions Holding SCHQ

# of Institutions

106

Shares Held

14.6M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Silver Oak Securities, Inc Schwab Strategic Tr Long Term Transaction History