Summit X, LLC Schwab Strategic Tr Us Broad M Transaction History
Summit X, LLC
- $437 Million
- Q4 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 10,278 shares of SCHB stock, worth $239,682. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,278
Previous 3,426
200.0%
Holding current value
$239,682
Previous $227,000
2.64%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,224Shares Held
325MCall Options Held
191KPut Options Held
20.7K-
Brooklyn Fi, LLC New York, NY23.2MShares$540 Million2.87% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio