Sierra Summit Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Sierra Summit Advisors LLC

  • $403 Billion
  • Q2 2024

A detailed history of Sierra Summit Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 4,695 shares of SCHB stock, worth $103,806. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,695
Previous 5,845 19.67%
Holding current value
$103,806
Previous $357 Million 17.28%
% of portfolio
0.07%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$57.57 - $63.3 $66,205 - $72,795
-1,150 Reduced 19.67%
4,695 $295 Million
Q4 2023

Feb 22, 2024
BUY
$47.61 - $55.91 $278,280 - $326,793
5,845 New
5,845 $325 Million

Others Institutions Holding SCHB

# of Institutions
1,158
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
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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