Summit Financial Strategies, Inc. Schwab Strategic Tr Us Large C Transaction History

Summit Financial Strategies, Inc.

  • $998 Million
  • Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 26,848 shares of SCHG stock, worth $811,078. This represents 0.08% of its overall portfolio holdings.

Number of Shares
26,848
Previous 29,080 7.68%
Holding current value
$811,078
Previous $728,000 7.69%
% of portfolio
0.08%
Previous 0.08%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$22.27 - $29.21 $49,706 - $65,196
-2,232 Reduced 7.68%
26,848 $784,000
Q1 2025

May 12, 2025
SELL
$24.91 - $29.02 $136,058 - $158,507
-5,462 Reduced 15.81%
29,080 $728,000
Q4 2024

Jan 22, 2025
BUY
$25.93 - $105.3 $671,872 - $2.73 Million
25,911 Added 300.21%
34,542 $962,000
Q3 2024

Oct 16, 2024
BUY
$92.63 - $105.69 $6,113 - $6,975
66 Added 0.77%
8,631 $899,000
Q2 2024

Jul 19, 2024
SELL
$87.04 - $101.61 $120,115 - $140,221
-1,380 Reduced 13.88%
8,565 $863,000
Q1 2024

May 09, 2024
SELL
$80.6 - $93.32 $8,463 - $9,798
-105 Reduced 1.04%
9,945 $922,000
Q4 2023

Feb 13, 2024
BUY
$70.08 - $83.37 $981 - $1,167
14 Added 0.14%
10,050 $833,000
Q3 2023

Oct 24, 2023
BUY
$71.99 - $78.02 $719 - $780
10 Added 0.1%
10,036 $729,000
Q2 2023

Jul 21, 2023
SELL
$63.6 - $74.95 $78,864 - $92,938
-1,240 Reduced 11.01%
10,026 $751,000
Q1 2023

Apr 21, 2023
SELL
$54.19 - $65.17 $2,546 - $3,062
-47 Reduced 0.42%
11,266 $734,000
Q4 2022

Jan 20, 2023
SELL
$54.31 - $60.76 $8,146 - $9,114
-150 Reduced 1.31%
11,313 $0
Q3 2022

Oct 21, 2022
SELL
$55.81 - $69.25 $16,631 - $20,636
-298 Reduced 2.53%
11,463 $640,000
Q2 2022

Jul 25, 2022
SELL
$55.73 - $76.55 $25,134 - $34,524
-451 Reduced 3.69%
11,761 $682,000
Q1 2022

May 04, 2022
BUY
$65.63 - $82.62 $448,581 - $564,707
6,835 Added 127.12%
12,212 $914,000
Q4 2021

Feb 03, 2022
BUY
$73.11 - $83.4 $9,284 - $10,591
127 Added 2.42%
5,377 $880,000
Q3 2021

Nov 10, 2021
BUY
$73.24 - $78.94 $73 - $78
1 Added 0.02%
5,250 $777,000
Q2 2021

Aug 11, 2021
SELL
$65.3 - $73.24 $130 - $146
-2 Reduced 0.04%
5,249 $766,000
Q4 2020

Feb 05, 2021
BUY
$55.95 - $64.38 $55 - $64
1 Added 0.02%
5,251 $674,000
Q3 2020

Nov 16, 2020
BUY
$51.42 - $61.56 $51 - $61
1 Added 0.02%
5,250 $605,000
Q2 2020

Jul 31, 2020
BUY
$37.99 - $51.32 $37 - $51
1 Added 0.02%
5,249 $533,000
Q1 2020

May 11, 2020
BUY
$34.6 - $51.17 $1,280 - $1,893
37 Added 0.71%
5,248 $418,000
Q4 2019

Feb 11, 2020
BUY
$40.97 - $46.72 $81 - $93
2 Added 0.04%
5,211 $484,000
Q3 2019

Nov 14, 2019
BUY
$41.7 - $42.86 $125 - $128
3 Added 0.06%
5,209 $438,000
Q2 2019

Aug 08, 2019
BUY
N/A
5,206 New
5,206 $433,000
Q1 2019

May 14, 2019
SELL
N/A
-5,171 Closed
0 $0
Q4 2018

Feb 06, 2019
BUY
N/A
5,171 New
5,171 $356,000

Others Institutions Holding SCHG

# of Institutions
1,545
Shares Held
758M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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