SOAG
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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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return