Summit Trail Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Summit Trail Advisors, LLC

  • $5.73 Billion
  • Q2 2025

A detailed history of Summit Trail Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 212,593 shares of SCHB stock, worth $5.49 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
212,593
Holding current value
$5.49 Million
% of portfolio
0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$19.1 - $23.83 $4.06 Million - $5.07 Million
212,593 New
212,593 $5.07 Million
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $119 - $133
2 Added 0.01%
16,634 $1.11 Million
Q1 2024

Apr 23, 2024
BUY
$54.61 - $61.05 $908,273 - $1.02 Million
16,632 New
16,632 $1.02 Million

Others Institutions Holding SCHB

# of Institutions
1,373
Shares Held
565M
Call Options Held
379K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, LLC 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 Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email