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Silver Oak Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Silver Oak Advisory Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.9M Sell
134,610
-15,566
-10% -$436K 1.54% 13
2026
Q1 		$3.77M Sell
150,176
-2,858
-2% -$75K 1.63% 13
2025
Q4 		$4.01M Sell
153,034
-5,670
-4% -$148K 1.81% 13
2025
Q3 		$4.08M Sell
158,704
-5,241
-3% -$130K 1.85% 13
2025
Q2 		$3.91M Sell
163,945
-10,514
-6% -$232K 1.89% 12
2025
Q1 		$3.76M Sell
174,459
-13,944
-7% -$317K 1.99% 12
2024
Q4 		$4.28M Sell
188,403
-5,175
-3% -$118K 2.26% 12
2024
Q3 		$4.29M Sell
193,578
-1,062
-0.5% -$22.7K 2.2% 12
2024
Q2 		$4.08M Sell
194,640
-4,359
-2% -$88.3K 2.27% 12
2024
Q1 		$4.05M Sell
198,999
-8,235
-4% -$159K 2.27% 12
2023
Q4 		$3.85M Sell
207,234
-18,063
-8% -$312K 2.26% 12
2023
Q3 		$3.74M Sell
225,297
-819
-0.4% -$14.2K 2.42% 11
2023
Q2 		$3.9M Sell
226,116
-3,207
-1% -$52.3K 2.55% 11
2023
Q1 		$3.66M Sell
229,323
-2,838
-1% -$44.4K 2.46% 12
2022
Q4 		$3.47M Buy
232,161
+6,813
+3% +$102K 2.44% 12
2022
Q3 		$3.15M Sell
225,348
-42,171
-16% -$656K 2.36% 12
2022
Q2 		$3.94M Sell
267,519
-20,559
-7% -$330K 2.79% 10
2022
Q1 		$5.13M Sell
288,078
-5,790
-2% -$102K 3.35% 10
2021
Q4 		$5.54M Buy
+293,868
New +$5.41M 3.5% 10

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Silver Oak Advisory Group's SCHB Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its Schwab US Broad Market ETF (SCHB) stake by 10% in Q2 2026, selling an estimated $436K and leaving 134,610 shares worth $3.9M. The position accounts for 1.54% of the portfolio, ranked #13.

Silver Oak Advisory Group first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.54M in Q4 2021. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Silver Oak Advisory Group held 134,610 shares of Schwab US Broad Market ETF worth $3.9M as of Q2 2026.
  • Silver Oak Advisory Group sold 15,566 Schwab US Broad Market ETF shares in Q2 2026, an estimated $436K.
  • Schwab US Broad Market ETF made up 1.54% of Silver Oak Advisory Group's portfolio in Q2 2026, its #13 holding.
  • Silver Oak Advisory Group first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Silver Oak Advisory Group's Schwab US Broad Market ETF position peaked at $5.54M in Q4 2021.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.