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

Sierra Summit Advisors LLC

  • $403 Billion
  • Q2 2024

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 4,845 shares of SCHX stock, worth $314,634. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,845
Previous 4,475 8.27%
Holding current value
$314,634
Previous $278 Million 12.09%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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