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SILVER OAK SECURITIES, INCORPORATED: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SILVER OAK SECURITIES, INCORPORATED on SCHD, newest first. How the timeline and the estimate are built.

SILVER OAK SECURITIES, INCORPORATED held 323,324 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,324 shares
    Change vs previous 13F -75,125 shares

    0.62% of the 13F portfolio, value $10,252,598.

    13F-HR 0001080576-26-000004 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 398,449 shares
    Change vs previous 13F +68,055 shares

    0.89% of the 13F portfolio, value $12,224,418.

    13F-HR 0001080576-26-000003 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 330,394 shares
    Change vs previous 13F +14,612 shares

    0.62% of the 13F portfolio, value $9,128,781.

    13F-HR 0001080576-26-000001 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 315,782 shares
    Change vs previous 13F +7,491 shares

    0.65% of the 13F portfolio, value $8,620,840.

    13F-HR 0001080576-25-000010 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 308,291 shares
    Change vs previous 13F +21,118 shares

    0.68% of the 13F portfolio, value $8,169,722.

    13F-HR 0001080576-25-000007 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 287,173 shares
    Change vs previous 13F +3,464 shares

    0.74% of the 13F portfolio, value $7,920,221.

    13F-HR/A 0001080576-25-000005 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 283,709 shares
    Change vs previous 13F +153,319 shares

    0.72% of the 13F portfolio, value $7,725,387.

    13F-HR 0001080576-25-000002 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 130,390 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $10,824,265.

    13F-HR 0001080576-24-000011 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).