Summit Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Financial, LLC holds 523,503 shares of SCHX stock, worth $13.9 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

523,503

Previous 474,816 10.25%

Holding current value

$13.9 Million

Previous $11.6 Million 18.83%

% of portfolio

0.23%

Previous 0.26%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.46 - $26.5 $1.19 Million - $1.29 Million	48,687 Added 10.25%	523,503 $13.8 Million
Q2 2025 Aug 13, 2025	BUY	$19.6 - $24.44 $1.05 Million - $1.31 Million	53,804 Added 12.78%	474,816 $11.6 Million
Q1 2025 May 14, 2025	BUY	$21.75 - $24.28 $3.29 Million - $3.68 Million	151,410 Added 56.16%	421,012 $9.3 Million
Q4 2024 Feb 12, 2025	BUY	$22.4 - $68.28 $4.64 Million - $14.1 Million	207,118 Added 331.47%	269,602 $6.25 Million
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $3.54 Million - $3.93 Million	57,917 Added 1268.16%	62,484 $4.24 Million

Q2 2024 Jul 31, 2024	BUY	$58.7 - $64.78 $268,082 - $295,850	4,567 New	4,567 $293,000
Q4 2023 Feb 05, 2024	SELL	$48.47 - $56.6 $6,591 - $7,697	-136 Reduced 1.81%	7,374 $415,000
Q3 2023 Nov 07, 2023	SELL	$50.36 - $54.21 $32,582 - $35,073	-647 Reduced 7.93%	7,510 $380,000
Q2 2023 Aug 11, 2023	BUY	$47.67 - $52.37 $7,865 - $8,641	165 Added 2.06%	8,157 $427,000
Q1 2023 May 03, 2023	BUY	$44.78 - $49.41 $9,717 - $10,721	217 Added 2.79%	7,992 $386,000
Q4 2022 Feb 07, 2023	SELL	$42.25 - $48.16 $8,703 - $9,920	-206 Reduced 2.58%	7,775 $351,000
Q3 2022 Nov 15, 2022	SELL	$42.35 - $51.01 $5,420 - $6,529	-128 Reduced 1.58%	7,981 $338 Million
Q2 2022 Aug 12, 2022	BUY	$43.35 - $54.51 $1,690 - $2,125	39 Added 0.48%	8,109 $0
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $191,702 - $221,749	3,872 Added 92.23%	8,070 $0
Q4 2021 Feb 07, 2022	SELL	$51.9 - $57.29 $3,840 - $4,239	-74 Reduced 1.73%	4,198 $0
Q3 2021 Nov 08, 2021	BUY	$51.52 - $54.94 $2,215 - $2,362	43 Added 1.02%	4,272 $0
Q2 2021 Aug 06, 2021	SELL	$48.62 - $52.01 $43,369 - $46,392	-892 Reduced 17.42%	4,229 $0
Q1 2021 May 03, 2021	SELL	$44.9 - $48.34 $44 - $48	-1 Reduced 0.02%	5,121 $0
Q4 2020 Feb 09, 2021	SELL	$39.35 - $45.48 $614,332 - $710,033	-15,612 Reduced 75.3%	5,122 $0
Q3 2020 Oct 22, 2020	SELL	$37.26 - $43.03 $359,409 - $415,067	-9,646 Reduced 31.75%	20,734 $0
Q2 2020 Aug 12, 2020	SELL	$29.25 - $38.76 $372,937 - $494,190	-12,750 Reduced 29.56%	30,380 $0
Q1 2020 May 04, 2020	BUY	$26.61 - $40.52 $42,709 - $65,034	1,605 Added 3.87%	43,130 $0
Q4 2019 Feb 11, 2020	BUY	$34.42 - $38.54 $45,227 - $50,641	1,314 Added 3.27%	41,525 $0
Q3 2019 Nov 04, 2019	BUY	$35.28 - $36.01 $736,505 - $751,744	20,876 Added 107.97%	40,211 $0
Q2 2019 Aug 01, 2019	BUY	N/A	4,149 Added 27.32%	19,335 $0
Q1 2019 May 14, 2019	BUY	N/A	521 Added 3.55%	15,186 $0
Q4 2018 Feb 08, 2019	BUY	N/A	14,665 New	14,665 $0

Others Institutions Holding SCHX

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Summit Financial, LLC Schwab Strategic Tr Us Large C Transaction History