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

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 9,780 shares of SCHX stock, worth $259,561. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,780
Previous 9,465 3.33%
Holding current value
$259,561
Previous $231,000 9.96%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 03, 2025
BUY
$24.46 - $26.5 $7,704 - $8,347
315 Added 3.33%
9,780 $254,000
Q2 2025

Sep 29, 2025
BUY
$19.6 - $24.44 $185,514 - $231,324
9,465 New
9,465 $231,000
Q3 2019

Nov 05, 2019
SELL
$35.28 - $36.01 $136,851 - $139,682
-3,879 Closed
0 $0
Q1 2019

May 01, 2019
SELL
N/A
-180 Reduced 4.43%
3,879 $266,000
Q4 2018

Feb 01, 2019
BUY
N/A
112 Added 2.84%
4,059 $242,000
Q3 2018

Oct 22, 2018
BUY
N/A
537 Added 15.75%
3,947 $258,000
Q1 2018

Apr 09, 2018
BUY
N/A
10 Added 0.29%
3,410 $215,000
Q1 2018

Apr 06, 2018
BUY
N/A
3,400 New
3,400 $214,000

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
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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