Summit Investment Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History

Summit Investment Advisory Services, LLC

  • $189 Billion
  • Q3 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 5,037 shares of SCHX stock, worth $116,656. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,037
Holding current value
$116,656
% of portfolio
0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$61.11 - $67.85 $307,811 - $341,760
5,037 New
5,037 $342 Million
Q4 2023

Jan 18, 2024
BUY
$48.47 - $56.6 $182,247 - $212,816
3,760 New
3,760 $212 Million

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Summit Investment Advisory Services, LLC Portfolio

Follow Summit Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email