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

Silver Oak Securities, Inc

$1 Billion
Q4 2024

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 73,512 shares of SCHX stock, worth $1.75 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

73,512

Previous 23,279 215.79%

Holding current value

$1.75 Million

Previous $1.58 Million 7.92%

% of portfolio

0.17%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.4 - $68.28 $1.13 Million - $3.43 Million	50,233 Added 215.79%	73,512 $1.7 Million
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

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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