Summit X, LLC Schwab Strategic Tr Us Broad M Transaction History
Summit X, LLC
- $423 Million
- Q3 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 $80,236. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,426
Previous 6,736
49.14%
Holding current value
$80,236
Previous $423,000
46.34%
% of portfolio
0.05%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$482 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$88.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77.2 Million2.16% of portfolio