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

Summit Financial, LLC

  • $1.68 Billion
  • Q1 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 16,511 shares of SCHV stock, worth $1.22 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,511
Previous 62,211 73.46%
Holding current value
$1.22 Million
Previous $4.36 Million 71.24%
% of portfolio
0.07%
Previous 0.29%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $79,566 - $85,719
-1,238 Reduced 1.98%
61,314 $4.05 Million
Q3 2022

Nov 15, 2022
BUY
N/A
305 Added 0.49%
62,552 $3.66 Billion
Q2 2022

Aug 12, 2022
SELL
N/A
-2,135 Reduced 3.32%
62,247 $0
Q1 2022

May 10, 2022
SELL
N/A
-985 Reduced 1.51%
64,382 $0
Q4 2021

Feb 07, 2022
SELL
N/A
-444 Reduced 0.67%
65,367 $0
Q3 2021

Nov 08, 2021
BUY
N/A
9,733 Added 17.36%
65,811 $0
Q2 2021

Aug 06, 2021
BUY
N/A
2,113 Added 3.92%
56,078 $0
Q1 2021

May 03, 2021
BUY
N/A
495 Added 0.93%
53,965 $0
Q4 2020

Feb 09, 2021
BUY
N/A
17,623 Added 49.16%
53,470 $0
Q3 2020

Oct 22, 2020
BUY
N/A
14,797 Added 70.29%
35,847 $0
Q2 2020

Aug 12, 2020
BUY
N/A
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
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email