Summit Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Financial, LLC holds 12,143 shares of SCHD stock, worth $328,832. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,143
Previous 7,710 57.5%
Holding current value
$328,832
Previous $599,000 71.29%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024
BUY
$77.02 - $85.06 $341,429 - $377,070
4,433 Added 57.5%
12,143 $1.03 Million
Q2 2024

Jul 31, 2024
BUY
$75.81 - $80.15 $584,495 - $617,956
7,710 New
7,710 $599,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email