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 ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Silver Oak Securities
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | $451k | 9.1k | 49.85 |
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 | $451k | 9.1k | 49.85 |
2022-06-30 | $294k | 6.3k | 46.48 |