Summit Trail Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 34,627 shares of SCHG stock, worth $1.12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
34,627
Previous 34,627 -0.0%
Holding current value
$1.12 Million
Previous $1.01 Million 9.2%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.27 - $29.21 $771,143 - $1.01 Million
34,627 New
34,627 $1.01 Million
Q3 2024

Nov 12, 2024
BUY
$92.63 - $105.69 $824,592 - $940,852
8,902 New
8,902 $927,000

Others Institutions Holding SCHG

# of Institutions
1,686
Shares Held
855M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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