Summit Financial, LLC Schwab Strategic Tr Us Broad M Transaction History

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Summit Financial, LLC holds 22,240 shares of SCHB stock, worth $517,302. This represents 0.06% of its overall portfolio holdings.

Number of Shares
22,240
Previous 6,486 242.89%
Holding current value
$517,302
Previous $407,000 263.39%
% of portfolio
0.06%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $944,137 - $1.05 Million
15,754 Added 242.89%
22,240 $1.48 Million
Q2 2024

Jul 31, 2024
BUY
$57.57 - $63.3 $373,399 - $410,563
6,486 New
6,486 $407,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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