Summit Financial Consulting LLC Schwab Strategic Tr Us Large C Transaction History

Summit Financial Consulting LLC

  • $125 Billion
  • Q3 2025

A detailed history of Summit Financial Consulting LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Summit Financial Consulting LLC holds 6,642 shares of SCHG stock, worth $210,817. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,642
Holding current value
$210,817
% of portfolio
0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$28.92 - $32.19 $192,086 - $213,805
6,642 New
6,642 $212 Million
Q1 2025

Apr 29, 2025
BUY
$24.91 - $29.02 $322,684 - $375,925
12,954 New
12,954 $324 Million

Others Institutions Holding SCHG

# of Institutions
1,636
Shares Held
832M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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