Summit Financial Consulting LLC Schwab Strategic Tr Us Large C Transaction History
Summit Financial Consulting LLC
- $108 Billion
- Q1 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 251,227 shares of SCHX stock, worth $5.51 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
251,227Holding current value
$5.51 Million% of portfolio
5.15%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,485Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$771 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$724 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$575 Million8.63% of portfolio