Summit X, LLC Schwab Strategic Tr Us Broad M Transaction History

Summit X, LLC

$383 Million
Q1 2024

A detailed history of Summit X, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Summit X, LLC holds 3,426 shares of SCHB stock, worth $217,037. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,426

Holding current value

$217,037

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$54.61 - $61.05 $187,093 - $209,157	3,426 New	3,426 $209,000

Others Institutions Holding SCHB

# of Institutions

1,129

Shares Held

162M

Call Options Held

230K

Put Options Held

29.7K

Wealthfront Advisers LLC

21.9M
Shares

$1.39 Billion
4.68% of portfolio
Betterment LLC New York, NY

6.32M
Shares

$400 Million
1.04% of portfolio
Scs Capital Management LLC Boston, MA

4.02M
Shares

$254 Million
5.24% of portfolio
Rebalance, LLC Palo Alto, CA

3.66M
Shares

$232 Million
18.5% of portfolio
Evensky & Katz LLC

3.3M
Shares

$209 Million
14.46% of portfolio

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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