Charles Schwab Investment Management Inc Summit Financial Group, Inc. Transaction History

Charles Schwab Investment Management Inc

$515 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$21.0 - $31.28 $1,533 - $2,283	73 Added 0.23%	31,878 $978,000
Q2 2023 Aug 09, 2023	BUY	$17.6 - $21.71 $38,385 - $47,349	2,181 Added 7.36%	31,805 $657,000
Q1 2023 May 11, 2023	SELL	$20.75 - $26.88 $14,130 - $18,305	-681 Reduced 2.25%	29,624 $614,000
Q4 2022 Feb 13, 2023	BUY	$24.75 - $29.39 $59,994 - $71,241	2,424 Added 8.69%	30,305 $754,000
Q3 2022 Nov 14, 2022	SELL	$26.94 - $30.51 $404 - $457	-15 Reduced 0.05%	27,881 $752,000
Q2 2022 Aug 15, 2022	SELL	$24.43 - $28.64 $8,745 - $10,253	-358 Reduced 1.27%	27,896 $775,000
Q1 2022 May 13, 2022	BUY	$25.15 - $27.92 $301 - $335	12 Added 0.04%	28,254 $724,000
Q1 2021 May 17, 2021	BUY	$20.63 - $27.16 $25,292 - $33,298	1,226 Added 4.54%	28,242 $750,000
Q3 2020 Nov 13, 2020	SELL	$14.21 - $16.59 $16,000 - $18,680	-1,126 Reduced 4.0%	27,016 $401,000
Q2 2020 Aug 14, 2020	BUY	$14.12 - $20.02 $17,734 - $25,145	1,256 Added 4.67%	28,142 $464,000
Q1 2020 May 15, 2020	BUY	$15.5 - $26.55 $8,664 - $14,841	559 Added 2.12%	26,886 $571,000
Q2 2019 Aug 09, 2019	BUY	$24.75 - $26.85 $27,324 - $29,642	1,104 Added 4.38%	26,327 $707,000
Q1 2019 May 14, 2019	SELL	$19.52 - $26.81 $74,078 - $101,743	-3,795 Reduced 13.08%	25,223 $669,000
Q4 2018 Feb 14, 2019	BUY	$18.04 - $24.09 $109,593 - $146,346	6,075 Added 26.48%	29,018 $561,000
Q2 2018 Aug 08, 2018	BUY	$24.92 - $27.77 $66,112 - $73,673	2,653 Added 13.08%	22,943 $616,000
Q4 2017 Jan 17, 2018	SELL	$25.47 - $27.91 $35,912 - $39,353	-1,410 Reduced 6.5%	20,290 $535,000
Q3 2017 Nov 13, 2017	BUY	$21.41 - $26.5 $464,597 - $575,050	21,700	21,700 $557,000

Others Institutions Holding SMMF

# of Institutions

Shares Held

299K

Call Options Held

Put Options Held

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About SUMMIT FINANCIAL GROUP, INC.

Ticker SMMF
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 12,774,600
Description
Summit Financial Group, Inc. operates as a financial holding company for Summit Community Bank, Inc. that provides community banking and other financial services to individuals and businesses primarily in the Eastern Panhandle, Southern and North Central regions of West Virginia and the Northern, Shenandoah Valley, and Southwestern regions of Vi...

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