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 158,218 shares of SCHX stock, worth $4.14 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
158,218
Previous 158,153 0.04%
Holding current value
$4.14 Million
Previous $3.87 Million 7.81%
% of portfolio
0.39%
Previous 0.39%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$24.46 - $26.5 $1,589 - $1,722
65 Added 0.04%
158,218 $4.17 Million
Q2 2025

Jul 17, 2025
SELL
$19.6 - $24.44 $9,466 - $11,804
-483 Reduced 0.3%
158,153 $3.87 Million
Q1 2025

May 12, 2025
SELL
$21.75 - $24.28 $6,503 - $7,259
-299 Reduced 0.19%
158,636 $3.5 Million
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $2.36 Million - $7.2 Million
105,419 Added 196.99%
158,935 $3.68 Million
Q3 2024

Oct 16, 2024
SELL
$61.11 - $67.85 $313,066 - $347,595
-5,123 Reduced 8.74%
53,516 $3.63 Million
Q2 2024

Jul 19, 2024
SELL
$58.7 - $64.78 $3,228 - $3,562
-55 Reduced 0.09%
58,639 $3.77 Million
Q1 2024

May 09, 2024
SELL
$55.41 - $62.08 $33,966 - $38,055
-613 Reduced 1.03%
58,694 $3.64 Million
Q4 2023

Feb 13, 2024
SELL
$48.47 - $56.6 $2,811 - $3,282
-58 Reduced 0.1%
59,307 $3.34 Million
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $6,395 - $6,884
-127 Reduced 0.21%
59,365 $3 Million
Q2 2023

Jul 21, 2023
SELL
$47.67 - $52.37 $163,079 - $179,157
-3,421 Reduced 5.44%
59,492 $3.12 Million
Q4 2022

Jan 20, 2023
SELL
$42.25 - $48.16 $74,317 - $84,713
-1,759 Reduced 2.72%
62,913 $0
Q2 2022

Jul 25, 2022
SELL
$43.35 - $54.51 $74,041 - $93,103
-1,708 Reduced 2.57%
64,672 $2.89 Million
Q1 2022

May 04, 2022
BUY
$49.51 - $57.27 $1.67 Million - $1.93 Million
33,758 Added 103.48%
66,380 $3.58 Million
Q3 2021

Nov 10, 2021
SELL
$51.52 - $54.94 $8,140 - $8,680
-158 Reduced 0.48%
32,622 $3.39 Million
Q2 2021

Aug 11, 2021
BUY
$48.62 - $52.01 $447,304 - $478,492
9,200 Added 39.02%
32,780 $3.41 Million
Q1 2021

May 11, 2021
BUY
$44.9 - $48.34 $1,930 - $2,078
43 Added 0.18%
23,580 $1.96 Million
Q4 2020

Feb 05, 2021
SELL
$39.35 - $45.48 $98,965 - $114,382
-2,515 Reduced 9.65%
23,537 $2.14 Million
Q2 2020

Jul 31, 2020
BUY
$29.25 - $38.76 $233,005 - $308,762
7,966 Added 44.05%
26,052 $1.93 Million
Q1 2020

May 11, 2020
BUY
$26.61 - $40.52 $162,640 - $247,658
6,112 Added 51.04%
18,086 $1.11 Million
Q4 2019

Feb 11, 2020
BUY
$34.42 - $38.54 $138,127 - $154,661
4,013 Added 50.41%
11,974 $920,000
Q2 2019

Aug 08, 2019
SELL
N/A
-1,118 Reduced 12.31%
7,961 $559,000
Q1 2019

May 14, 2019
SELL
N/A
-9,998 Reduced 52.41%
9,079 $578,000
Q4 2018

Feb 06, 2019
BUY
N/A
19,077 New
19,077 $1.14 Million

Others Institutions Holding SCHX

# of Institutions
1,574
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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