Summit Asset Management, LLC Schwab Strategic Tr Us Small C Transaction History
Summit Asset Management, LLC
- $866 Million
- Q3 2024
A detailed history of Summit Asset Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Summit Asset Management, LLC holds 23,156 shares of SCHA stock, worth $636,558. This represents 0.14% of its overall portfolio holdings.
Number of Shares
23,156
Previous 23,289
0.57%
Holding current value
$636,558
Previous $1.11 Million
7.87%
% of portfolio
0.14%
Previous 0.13%
Shares
29 transactions
Others Institutions Holding SCHA
# of Institutions
1,135Shares Held
233MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$607 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$338 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$202 Million0.51% of portfolio