Summit Investment Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 15,111 shares of SCHX stock, worth $355,259. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,111
Previous 5,037 200.0%
Holding current value
$355,259
Previous $342 Million 2.49%
% of portfolio
0.18%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $225,657 - $687,852
10,074 Added 200.0%
15,111 $350 Million
Q3 2024

Oct 16, 2024
BUY
$61.11 - $67.85 $307,811 - $341,760
5,037 New
5,037 $342 Million
Q4 2023

Jan 18, 2024
BUY
$48.47 - $56.6 $182,247 - $212,816
3,760 New
3,760 $212 Million

Others Institutions Holding SCHX

# of Institutions
1,472
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
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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