Summit Financial, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Summit Financial, LLC holds 216,246 shares of SCHJ stock, worth $5.37 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
216,246Holding current value
$5.37 Million% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
126Shares Held
7.55MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.83 Million0.39% of portfolio
-
Envestnet Asset Management Inc378KShares$9.38 Million0.0% of portfolio
-
White Wing Wealth Management The Wodlands, TX345KShares$8.57 Million5.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL335KShares$8.32 Million0.01% of portfolio