Summit Trail Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Summit Trail Advisors, LLC

  • $3.97 Billion
  • Q3 2024

A detailed history of Summit Trail Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 16,634 shares of SCHB stock, worth $391,564. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,634
Previous 16,632 0.01%
Holding current value
$391,564
Previous $1.05 Million 5.84%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024
BUY
$59.93 - $66.52 $119 - $133
2 Added 0.01%
16,634 $1.11 Million
Q1 2024

Apr 23, 2024
BUY
$54.61 - $61.05 $908,273 - $1.02 Million
16,632 New
16,632 $1.02 Million

Others Institutions Holding SCHB

# of Institutions
1,186
Shares Held
210M
Call Options Held
172K
Put Options Held
20.7K
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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