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

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Financial, LLC holds 62,375 shares of SCHV stock, worth $1.7 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
62,375
Previous 65,161 4.28%
Holding current value
$1.7 Million
Previous $4.83 Million 3.85%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Nov 12, 2024
SELL
$73.43 - $80.37 $204,575 - $223,910
-2,786 Reduced 4.28%
62,375 $5.01 Million
Q2 2024

Jul 31, 2024
BUY
$71.74 - $75.86 $3.49 Million - $3.69 Million
48,650 Added 294.65%
65,161 $4.83 Million
Q1 2024

Apr 24, 2024
SELL
$68.82 - $75.98 $3.15 Million - $3.47 Million
-45,700 Reduced 73.46%
16,511 $1.25 Million
Q4 2023

Feb 05, 2024
SELL
$61.16 - $70.24 $18,653 - $21,423
-305 Reduced 0.49%
62,211 $4.36 Million
Q3 2023

Nov 07, 2023
SELL
$64.45 - $69.39 $48,788 - $52,528
-757 Reduced 1.2%
62,516 $4.03 Million
Q2 2023

Aug 11, 2023
BUY
$63.33 - $67.21 $82,772 - $87,843
1,307 Added 2.11%
63,273 $4.24 Million
Q1 2023

May 03, 2023
BUY
$62.59 - $69.3 $40,808 - $45,183
652 Added 1.06%
61,966 $4.06 Million
Q4 2022

Feb 07, 2023
SELL
$59.13 - $69.24 $73,202 - $85,719
-1,238 Reduced 1.98%
61,314 $4.05 Million
Q3 2022

Nov 15, 2022
BUY
$58.51 - $69.02 $17,845 - $21,051
305 Added 0.49%
62,552 $3.66 Billion
Q2 2022

Aug 12, 2022
SELL
$60.93 - $72.3 $130,085 - $154,360
-2,135 Reduced 3.32%
62,247 $0
Q1 2022

May 10, 2022
SELL
$67.71 - $74.19 $66,694 - $73,077
-985 Reduced 1.51%
64,382 $0
Q4 2021

Feb 07, 2022
SELL
$67.9 - $73.3 $30,147 - $32,545
-444 Reduced 0.67%
65,367 $0
Q3 2021

Nov 08, 2021
BUY
$66.91 - $71.05 $651,235 - $691,529
9,733 Added 17.36%
65,811 $0
Q2 2021

Aug 06, 2021
BUY
$65.81 - $69.75 $139,056 - $147,381
2,113 Added 3.92%
56,078 $0
Q1 2021

May 03, 2021
BUY
$58.71 - $65.66 $29,061 - $32,501
495 Added 0.93%
53,965 $0
Q4 2020

Feb 09, 2021
BUY
$50.83 - $59.53 $895,777 - $1.05 Million
17,623 Added 49.16%
53,470 $0
Q3 2020

Oct 22, 2020
BUY
$49.44 - $54.86 $731,563 - $811,763
14,797 Added 70.29%
35,847 $0
Q2 2020

Aug 12, 2020
BUY
$42.21 - $55.29 $888,520 - $1.16 Million
21,050 New
21,050 $0
Q2 2019

Aug 01, 2019
SELL
N/A
-7,510 Closed
0 $0
Q1 2019

May 14, 2019
BUY
N/A
7,510 New
7,510 $0

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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