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 23,279 shares of SCHX stock, worth $544,728. This represents 0.18% of its overall portfolio holdings.

Number of Shares
23,279
Previous 9,844 136.48%
Holding current value
$544,728
Previous $632,000 149.84%
% of portfolio
0.18%
Previous 0.1%

Shares

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

Oct 23, 2024

BUY
$61.11 - $67.85 $821,012 - $911,564
13,435 Added 136.48%
23,279 $1.58 Million
Q2 2024

Jul 12, 2024

BUY
$58.7 - $64.78 $2,054 - $2,267
35 Added 0.36%
9,844 $632,000
Q1 2024

May 10, 2024

SELL
$55.41 - $62.08 $120,793 - $135,334
-2,180 Reduced 18.18%
9,809 $608,000
Q4 2023

Feb 05, 2024

BUY
$48.47 - $56.6 $189,081 - $220,796
3,901 Added 48.23%
11,989 $676,000
Q3 2023

Nov 20, 2023

BUY
$50.36 - $54.21 $88,432 - $95,192
1,756 Added 27.73%
8,088 $409,000
Q2 2023

Aug 02, 2023

SELL
$47.67 - $52.37 $243,879 - $267,924
-5,116 Reduced 44.69%
6,332 $331,000
Q1 2023

May 05, 2023

BUY
$44.78 - $49.41 $304,907 - $336,432
6,809 Added 146.78%
11,448 $554,000
Q4 2022

Feb 02, 2023

BUY
$42.25 - $48.16 $195,997 - $223,414
4,639 New
4,639 $209,000
Q3 2022

Oct 23, 2023

BUY
$42.35 - $51.01 $74,366 - $89,573
1,756 Added 27.73%
8,088 $0
Q2 2022

Aug 15, 2022

BUY
$43.35 - $54.51 $212,805 - $267,589
4,909 New
4,909 $230,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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.