Sierra Summit Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Sierra Summit Advisors LLC

  • $462 Billion
  • Q1 2025

A detailed history of Sierra Summit Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 9,173 shares of SCHX stock, worth $231,251. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,173
Previous 14,995 38.83%
Holding current value
$231,251
Previous $348 Million 41.73%
% of portfolio
0.04%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$21.75 - $24.28 $126,628 - $141,358
-5,822 Reduced 38.83%
9,173 $203 Million
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $218,736 - $666,754
9,765 Added 186.71%
14,995 $348 Million
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $23,527 - $26,122
385 Added 7.95%
5,230 $355 Million
Q2 2024

Aug 09, 2024
BUY
$58.7 - $64.78 $21,719 - $23,968
370 Added 8.27%
4,845 $311 Million
Q4 2023

Feb 22, 2024
BUY
$48.47 - $56.6 $216,903 - $253,285
4,475 New
4,475 $252 Million

Others Institutions Holding SCHX

# of Institutions
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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