Summit Asset Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Summit Asset Management, LLC
- $900 Million
- Q4 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 1,510,853 shares of SCHF stock, worth $30.9 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
1,510,853
Previous 817,196
84.88%
Holding current value
$30.9 Million
Previous $33.6 Million
16.82%
% of portfolio
3.11%
Previous 3.88%
Shares
30 transactions
Others Institutions Holding SCHF
# of Institutions
1,377Shares Held
1.4BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.86 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.71 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.53 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.46 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$854 Million0.75% of portfolio