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Summit X, LLC

SEC CIK
0001697729
Latest filing
Nov 13, 2025

SCHW holding history

Schwab Charles Corp in every 13F filed by Summit X, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q3 2025 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of SCHW by Summit X, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−14,908−100.0%Sold outHolders
Q2 202314,908$845.1K0.2%+2,205+17.4%AddedHolders
Q1 202312,703$666.0K0.2%+6,353+100.0%AddedHolders
Q4 20226,350$401.3K0.1%−884−12.2%ReducedHolders
Q3 20227,234$527.0K0.2%+883+13.9%AddedHolders
Q2 20226,351$399.0K0.1%+3,584+129.5%AddedHolders
Q1 20222,767$235.0K0.1%+106+4.0%AddedHolders
Q4 20212,661$225.0K0.1%+2,661NewHolders