Schwab U S Broad Market ETF shares owned by Silver Oak Securities
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Silver Oak Securities
from 13F filings
Historical chart of Silver Oak Securities investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Silver Oak Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 80k | 25.71 |
| 2025-06-30 | $1.9M | 79k | 23.83 |
| 2025-03-31 | $1.7M | 79k | 21.44 |
| 2024-12-31 | $2.5M | 111k | 22.78 |
| 2024-09-30 | $2.5M | 38k | 66.24 |
| 2024-06-30 | $608k | 9.7k | 62.87 |
| 2024-03-31 | $550k | 9.0k | 61.05 |
| 2023-12-31 | $2.2M | 39k | 55.67 |
| 2023-09-30 | $1.1M | 21k | 51.71 |
| 2023-06-30 | $1.1M | 21k | 51.71 |
| 2023-03-31 | $212k | 4.4k | 47.90 |
| 2022-12-31 | $265k | 5.9k | 44.84 |
| 2022-09-30 | $266k | 6.3k | 41.94 |
| 2022-06-30 | $294k | 6.3k | 46.48 |