Silver Oak Securities’s Charles Schwab SCHW Stock Holding History

Silver Oak Securities’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$716K	Buy
2025 Q2	$373K	Buy
2025 Q1	$297K	Buy
2023 Q3	–	Sell
2023 Q2	$819K	Buy
2023 Q1	$290K	Buy
2022 Q2	–	Sell
2022 Q1	$215K	Buy