Summit Trail Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Summit Trail Advisors, LLC

  • $3.71 Billion
  • Q1 2024

A detailed history of Summit Trail Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 3,749 shares of SCHM stock, worth $291,784. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,749
Holding current value
$291,784
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$72.89 - $81.43 $273,264 - $305,281
3,749 New
3,749 $305,000
Q2 2019

Aug 08, 2019
SELL
N/A
-8,977 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
8,977 New
8,977 $497,000
Q2 2018

Aug 10, 2018
SELL
N/A
-9,258 Closed
0 $0
Q1 2018

May 22, 2018
SELL
N/A
-493,822 Reduced 98.16%
9,258 $503,000
Q1 2018

May 21, 2018
BUY
N/A
503,080 New
503,080 $503,000

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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