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 139,125 shares of SCHX stock, worth $3.69 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
139,125
Previous 139,125 -0.0%
Holding current value
$3.69 Million
Previous $3.4 Million 7.76%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
$19.6 - $24.44 $2.73 Million - $3.4 Million
139,125 New
139,125 $3.4 Million
Q2 2024

Aug 13, 2024
BUY
$58.7 - $64.78 $2.69 Million - $2.97 Million
45,825 New
45,825 $2.94 Million
Q2 2019

Aug 08, 2019
SELL
N/A
-15,572 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
15,572 New
15,572 $1.05 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-15,572 Closed
0 $0
Q1 2018

May 22, 2018
SELL
N/A
-998,009 Reduced 98.46%
15,572 $1.01 Million
Q1 2018

May 21, 2018
BUY
N/A
1,013,581 New
1,013,581 $1.01 Million

Others Institutions Holding SCHX

# of Institutions
1,634
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
  • Industry ETFs
More about SCHX
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