SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in SCHW — Schwab Charles Corp
CIK 1080576
JACKSON, TN
Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$818,527
+$68,097 QoQ
Shares Held
8,871
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,295
of 2,304 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SILVER OAK SECURITIES, INCORPORATED holds $7,735,076 across 4 Capital Markets names. SCHW ranks #4 (10.6% of the industry book) .
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,527 | 8,871 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $750,430 | 7,985 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $790,587 | 7,913 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $715,929 | 7,499 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $373,445 | 4,093 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $298,794 | 3,817 | Shares | Sole | 2025-04-29 | |
| 2023-06-30 | $819,026 | 14,450 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $289,870 | 5,534 | Shares | Sole | 2023-05-05 | |
| 2022-03-31 | $221,903 | 2,632 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||