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Silver Oak Securities’s Schwab US Large- Cap ETF SCHX Stock Holding History

Silver Oak Securities’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.26M Buy
76,825
+58,332
+315% +$1.67M 0.14% 154
2026
Q1 		$474K Sell
18,493
-24,522
-57% -$658K 0.03% 454
2025
Q4 		$1.17M Sell
43,015
-41,247
-49% -$1.1M 0.08% 253
2025
Q3 		$2.22M Buy
84,262
+54,128
+180% +$1.37M 0.17% 129
2025
Q2 		$736K Sell
30,134
-5,035
-14% -$114K 0.06% 321
2025
Q1 		$772K Sell
35,169
-38,343
-52% -$893K 0.07% 285
2024
Q4 		$1.71M Buy
73,512
+3,675
+5% +$85.7K 0.16% 142
2024
Q3 		$1.57M Buy
69,837
+40,305
+136% +$878K 0.17% 133
2024
Q2 		$632K Buy
29,532
+105
+0.4% +$2.17K 0.09% 188
2024
Q1 		$609K Sell
29,427
-6,540
-18% -$129K 0.09% 199
2023
Q4 		$676K Buy
35,967
+11,703
+48% +$206K 0.09% 230
2023
Q3 		$409K Buy
24,264
+5,268
+28% +$92.4K 0.09% 182
2023
Q2 		$332K Sell
18,996
-15,348
-45% -$253K 0.05% 312
2023
Q1 		$554K Buy
34,344
+20,427
+147% +$321K 0.09% 177
2022
Q4 		$209K Sell
13,917
-10,347
-43% -$157K 0.04% 277
2022
Q3 		$409K Buy
24,264
+9,537
+65% +$150K 0.09% 182
2022
Q2 		$230K Buy
+14,727
New +$239K 0.05% 237

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Silver Oak Securities's SCHX Position: Q2 2026 in Review

Silver Oak Securities increased its Schwab US Large- Cap ETF (SCHX) stake by 315% in Q2 2026, buying an estimated $1.67M and bringing the position to 76,825 shares worth $2.26M. The position accounts for 0.14% of the portfolio, ranked #154.

Silver Oak Securities first reported a position in SCHX in Q2 2022 and has held it in 17 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Silver Oak Securities held 76,825 shares of Schwab US Large- Cap ETF worth $2.26M as of Q2 2026.
  • Silver Oak Securities bought 58,332 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.67M.
  • Schwab US Large- Cap ETF made up 0.14% of Silver Oak Securities's portfolio in Q2 2026, its #154 holding.
  • Silver Oak Securities first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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