Summit Financial, LLC Schwab Strategic Us Tips ETF Transaction History

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025

A detailed history of Summit Financial, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Summit Financial, LLC holds 300,283 shares of SCHP stock, worth $8.02 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
300,283
Previous 294,631 1.92%
Holding current value
$8.02 Million
Previous $7.92 Million 1.12%
% of portfolio
0.18%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$26.18 - $26.93 $147,969 - $152,208
5,652 Added 1.92%
300,283 $8.01 Million
Q1 2025

May 14, 2025
SELL
$25.69 - $26.89 $62,452 - $65,369
-2,431 Reduced 0.82%
294,631 $7.92 Million
Q4 2024

Feb 12, 2025
BUY
$25.74 - $53.78 $4.96 Million - $10.4 Million
192,885 Added 185.15%
297,062 $7.67 Million
Q3 2024

Nov 12, 2024
BUY
$51.58 - $53.79 $4.29 Million - $4.47 Million
83,167 Added 395.84%
104,177 $5.59 Million
Q2 2024

Jul 31, 2024
BUY
$51.1 - $52.24 $207,159 - $211,780
4,054 Added 23.91%
21,010 $1.09 Million
Q1 2024

Apr 24, 2024
SELL
$51.32 - $52.45 $97,354 - $99,497
-1,897 Reduced 10.06%
16,956 $884,000
Q4 2023

Feb 05, 2024
SELL
$49.69 - $52.46 $545,148 - $575,538
-10,971 Reduced 36.79%
18,853 $984,000
Q3 2023

Nov 07, 2023
SELL
$50.37 - $52.48 $19,241 - $20,047
-382 Reduced 1.26%
29,824 $1.51 Million
Q2 2023

Aug 11, 2023
BUY
$52.18 - $54.02 $1.34 Million - $1.39 Million
25,775 Added 581.7%
30,206 $1.58 Million
Q4 2022

Feb 07, 2023
SELL
$51.47 - $53.83 $43,955 - $45,970
-854 Reduced 16.16%
4,431 $229,000
Q2 2022

Aug 12, 2022
BUY
$55.59 - $60.15 $293,793 - $317,892
5,285 New
5,285 $0

Others Institutions Holding SCHP

# of Institutions
749
Shares Held
340M
Call Options Held
37.5K
Put Options Held
10.4K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

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