Summit Trail Advisors, LLC's ownership history for SCHB

Summit Trail Advisors, LLC currently holds 452.6K shares with a market value of $11.4M. It started holding SCHB on 2024-09-30. At its peak, it held 561.3K shares on 2025-12-31. Its highest holding value was $14.7M on 2025-12-31. At its lowest, it held 16.6K shares on 2024-09-30, with a value of $1.1M on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has increased its shares by 242.0K. In the recent year, Summit Trail Advisors, LLC has increased its shares by 436.0K.