Summit Trail Advisors, LLC's ownership history for SCHB

Summit Trail Advisors, LLC currently holds 210.6K shares with a market value of $5.4M. It started holding SCHB on 2024-09-30. At its peak, it held 212.6K shares on 2025-06-30. Its highest holding value was $5.4M on 2025-09-30. 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 194.0K.