Summit Asset Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Summit Asset Management, LLC
- $844 Million
- Q2 2024
A detailed history of Summit Asset Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Summit Asset Management, LLC holds 775,126 shares of SCHF stock, worth $32 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
775,126
Previous 732,122
5.87%
Holding current value
$32 Million
Previous $28.6 Million
4.25%
% of portfolio
3.53%
Previous 3.4%
Shares
28 transactions
Others Institutions Holding SCHF
# of Institutions
1,193Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$6.06 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.87 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.3 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.22 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.95 Billion11.16% of portfolio