Silver Oak Advisory Group, Inc. SCHB Holdings History
Silver Oak Advisory Group, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Silver Oak Advisory Group, Inc. held 174,459.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $3.76 Mil. This investment constitutes 2% of their stock portfolio, and Silver Oak Advisory Group, Inc. now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2021Q4. And since then Silver Oak Advisory Group, Inc. has made 3 purchases of SCHB, at an average price of $35.85, for a total of 228,925.00 shares. In addition, there have been 10 sales at an average price of $40.21 for 54,466.00 shares. Based on historical transaction data and SCHB's current price of $24.25, Silver Oak Advisory Group, Inc.'s estimated gain on his SCHB holdings is $-1.79 Mil, reflecting a -21.78% gain to date.
Silver Oak Advisory Group, Inc. SCHB ($24.25) Holding Chart
Silver Oak Advisory Group, Inc. SCHB ($24.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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