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

Sierra Summit Advisors LLC

$562 Billion
Q2 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 8,953 shares of SCHX stock, worth $238,686. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,953

Previous 9,173 2.4%

Holding current value

$238,686

Previous $203 Million 8.03%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$19.6 - $24.44 $4,312 - $5,376	-220 Reduced 2.4%	8,953 $219 Million
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

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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