Summit Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
Summit Asset Management, LLC
- $573 Million
- Q1 2025
A detailed history of Summit Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,369,927 shares of SCHG stock, worth $41.4 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
1,369,927
Previous 1,369,929
-0.0%
Holding current value
$41.4 Million
Previous $38.2 Million
10.15%
% of portfolio
5.99%
Previous 4.24%
Shares
31 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio