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Summit X LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Summit X LLC’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,930
Closed -$214K – 268
2025
Q1 		$214K Sell
9,930
-348
-3% -$7.92K 0.04% 213
2024
Q4 		$233K Hold
10,278
– – 0.05% 197
2024
Q3 		$215K Sell
10,278
-9,930
-49% -$212K 0.05% 196
2024
Q2 		$431K Buy
20,208
+9,930
+97% +$201K 0.1% 134
2024
Q1 		$209K Buy
+10,278
New +$199K 0.05% 197

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Summit X LLC's SCHB Position: Q2 2025 in Review

Summit X LLC sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 9,930 shares — an estimated $214K sold.

Summit X LLC first reported a position in SCHB in Q1 2024 and held it in 5 quarters. The position peaked at $431K in Q2 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Summit X LLC reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Summit X LLC sold 9,930 Schwab US Broad Market ETF shares in Q2 2025, an estimated $214K.
  • Summit X LLC first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 5 quarters.
  • Summit X LLC's Schwab US Broad Market ETF position peaked at $431K in Q2 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Summit X LLC's 13F filing for Q2 2025, filed 7 Aug 2025.