SOS
SCHB icon

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

Silver Oak Securities’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 		$1.96M Sell
67,545
-2,370
-3% -$66.3K 0.12% 167
2026
Q1 		$1.75M Sell
69,915
-5,810
-8% -$152K 0.13% 169
2025
Q4 		$2M Sell
75,725
-4,676
-6% -$122K 0.14% 151
2025
Q3 		$2.07M Buy
80,401
+1,578
+2% +$39.1K 0.15% 140
2025
Q2 		$1.88M Sell
78,823
-325
-0.4% -$7.16K 0.15% 149
2025
Q1 		$1.7M Sell
79,148
-31,381
-28% -$714K 0.16% 150
2024
Q4 		$2.52M Sell
110,529
-3,429
-3% -$78.3K 0.23% 95
2024
Q3 		$2.52M Buy
113,958
+84,960
+293% +$1.81M 0.27% 84
2024
Q2 		$608K Buy
28,998
+1,989
+7% +$40.3K 0.09% 194
2024
Q1 		$550K Sell
27,009
-91,017
-77% -$1.76M 0.08% 213
2023
Q4 		$2.19M Buy
118,026
+90,861
+334% +$1.57M 0.29% 73
2023
Q3 		$451K Sell
27,165
-34,620
-56% -$599K 0.1% 171
2023
Q2 		$1.06M Buy
61,785
+48,507
+365% +$791K 0.17% 119
2023
Q1 		$212K Sell
13,278
-4,452
-25% -$69.6K 0.03% 364
2022
Q4 		$265K Sell
17,730
-9,435
-35% -$142K 0.05% 248
2022
Q3 		$451K Buy
27,165
+8,190
+43% +$127K 0.1% 171
2022
Q2 		$294K Buy
+18,975
New +$305K 0.07% 204

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 $103B AUM 28.65% 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 Securities's SCHB Position: Q2 2026 in Review

Silver Oak Securities reduced its Schwab US Broad Market ETF (SCHB) stake by 3.4% in Q2 2026, selling an estimated $66.3K and leaving 67,545 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #167.

Silver Oak Securities first reported a position in SCHB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.52M in Q4 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Silver Oak Securities held 67,545 shares of Schwab US Broad Market ETF worth $1.96M as of Q2 2026.
  • Silver Oak Securities sold 2,370 Schwab US Broad Market ETF shares in Q2 2026, an estimated $66.3K.
  • Schwab US Broad Market ETF made up 0.12% of Silver Oak Securities's portfolio in Q2 2026, its #167 holding.
  • Silver Oak Securities first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Schwab US Broad Market ETF position peaked at $2.52M in Q4 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.