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

Summit X, LLC

  • $460 Million
  • Q1 2025

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 9,930 shares of SCHB stock, worth $212,005. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,930
Previous 10,278 3.39%
Holding current value
$212,005
Previous $233,000 8.58%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$21.23 - $23.75 $7,388 - $8,265
-348 Reduced 3.39%
9,930 $213,000
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $150,812 - $457,850
6,852 Added 200.0%
10,278 $233,000
Q3 2024

Nov 07, 2024
SELL
$59.93 - $66.52 $198,368 - $220,181
-3,310 Reduced 49.14%
3,426 $227,000
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $190,556 - $209,523
3,310 Added 96.61%
6,736 $423,000
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
1,275
Shares Held
479M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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