Sierra Summit Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Sierra Summit Advisors LLC

  • $435 Billion
  • Q3 2024

A detailed history of Sierra Summit Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 5,230 shares of SCHX stock, worth $123,114. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,230
Previous 4,845 7.95%
Holding current value
$123,114
Previous $311 Million 13.99%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $23,527 - $26,122
385 Added 7.95%
5,230 $355 Million
Q2 2024

Aug 09, 2024
BUY
$58.7 - $64.78 $21,719 - $23,968
370 Added 8.27%
4,845 $311 Million
Q4 2023

Feb 22, 2024
BUY
$48.47 - $56.6 $216,903 - $253,285
4,475 New
4,475 $252 Million

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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