Summit Investment Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 11,280 shares of SCHX stock, worth $299,371. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,280
Previous 11,280 -0.0%
Holding current value
$299,371
Previous $276 Million 7.77%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$24.46 - $26.5 $275,908 - $298,920
11,280 New
11,280 $276 Million
Q1 2025

Apr 11, 2025
SELL
$21.75 - $24.28 $83,324 - $93,016
-3,831 Reduced 25.35%
11,280 $249 Million
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $225,657 - $687,852
10,074 Added 200.0%
15,111 $350 Million
Q3 2024

Oct 16, 2024
BUY
$61.11 - $67.85 $307,811 - $341,760
5,037 New
5,037 $342 Million
Q4 2023

Jan 18, 2024
BUY
$48.47 - $56.6 $182,247 - $212,816
3,760 New
3,760 $212 Million

Others Institutions Holding SCHX

# of Institutions
1,639
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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