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

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 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 $852,155. This represents 0.08% of its overall portfolio holdings.

Number of Shares
26,848
Previous 26,848 -0.0%
Holding current value
$852,155
Previous $784,000 9.18%
% 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
1,632
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. 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 Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email