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

Summit Financial Strategies, Inc.

$914 Million
Q1 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 158,636 shares of SCHX stock, worth $3.71 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

158,636

Previous 158,935 0.19%

Holding current value

$3.71 Million

Previous $3.68 Million 4.94%

% of portfolio

0.38%

Previous 0.44%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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