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Schwab Strategic Tr long term us shares owned by Silver Oak Securities

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Silver Oak Securities from 13F filings

Historical chart of Silver Oak Securities investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us held by Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr long term us by Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2023-12-31 $262k 7.5k 35.08
2023-09-30 $224k 7.1k 31.68
2023-06-30 $3.1M 85k 36.30
2023-03-31 $813k 21k 38.47
2022-09-30 $224k 7.1k 31.68

More positions owned by Silver Oak Securities

First Tr Exchange-traded Cap Strength Etf (FTCS)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Lrge Cp Core Alpha Com Shs (FEX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Silver Oak Securities

Top funds holding Schwab Strategic Tr long term us

Bank of America Corporation
Total Investment Management
SFMG Wealth Advisors
Northwest Capital Management
CWM
Ambassador Advisors
Jpmorgan Chase & Co
Charles Schwab Investment Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Envestnet Portfolio Solutions
Stokes Family Office
Principal Securities
Royal Bank of Canada
Proequities

View all funds holding Schwab Strategic Tr long term us