Summit Financial, LLC Schwab Strategic Tr Us Small C Transaction History

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Summit Financial, LLC holds 21,850 shares of SCHA stock, worth $572,688. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,850
Previous 20,226 8.03%
Holding current value
$572,688
Previous $959,000 17.31%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024
BUY
$46.9 - $51.96 $76,165 - $84,383
1,624 Added 8.03%
21,850 $1.13 Million
Q2 2024

Jul 31, 2024
BUY
$45.24 - $49.04 $558,940 - $605,889
12,355 Added 156.97%
20,226 $959,000
Q1 2024

Apr 24, 2024
SELL
$44.84 - $49.24 $108,602 - $119,259
-2,422 Reduced 23.53%
7,871 $387,000
Q4 2023

Feb 05, 2024
SELL
$38.13 - $48.02 $1,067 - $1,344
-28 Reduced 0.27%
10,293 $486,000
Q2 2023

Aug 11, 2023
BUY
$39.91 - $43.82 $168,260 - $184,745
4,216 Added 69.06%
10,321 $452,000
Q1 2023

May 03, 2023
BUY
$39.82 - $46.36 $1,712 - $1,993
43 Added 0.71%
6,105 $255,000
Q3 2022

Nov 15, 2022
SELL
$37.65 - $45.9 $4,066 - $4,957
-108 Reduced 1.75%
6,062 $229 Million
Q2 2022

Aug 12, 2022
BUY
$37.88 - $48.01 $3,371 - $4,272
89 Added 1.46%
6,170 $0
Q1 2022

May 10, 2022
BUY
$44.42 - $51.73 $136,191 - $158,604
3,066 Added 101.69%
6,081 $0
Q4 2021

Feb 07, 2022
BUY
$48.64 - $55.07 $1,021 - $1,156
21 Added 0.7%
3,015 $0
Q2 2021

Aug 06, 2021
SELL
$48.39 - $52.91 $7,161 - $7,830
-148 Reduced 4.71%
2,994 $0
Q1 2021

May 03, 2021
SELL
$43.89 - $52.63 $4,827 - $5,789
-110 Reduced 3.38%
3,142 $0
Q4 2020

Feb 09, 2021
SELL
$34.66 - $45.17 $64,155 - $83,609
-1,851 Reduced 36.27%
3,252 $0
Q3 2020

Oct 22, 2020
SELL
$32.09 - $36.38 $96,430 - $109,321
-3,005 Reduced 37.06%
5,103 $0
Q2 2020

Aug 12, 2020
SELL
$23.59 - $35.22 $35,054 - $52,336
-1,486 Reduced 15.49%
8,108 $0
Q1 2020

May 04, 2020
BUY
$22.29 - $38.7 $2,184 - $3,792
98 Added 1.03%
9,594 $0
Q4 2019

Feb 11, 2020
BUY
$33.63 - $38.03 $319,350 - $361,132
9,496 New
9,496 $0
Q3 2019

Nov 04, 2019
SELL
$34.78 - $36.12 $263,075 - $273,211
-7,564 Closed
0 $0
Q2 2019

Aug 01, 2019
BUY
N/A
317 Added 4.37%
7,564 $0
Q1 2019

May 14, 2019
BUY
N/A
691 Added 10.54%
7,247 $0
Q4 2018

Feb 08, 2019
BUY
N/A
6,556 New
6,556 $0

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
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More about SCHA
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