Summit Financial Strategies, Inc. Schwab Strategic Tr Intl Eqty Transaction History
Summit Financial Strategies, Inc.
- $1.08 Billion
- Q3 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 267,958 shares of SCHF stock, worth $6.33 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
267,958
Previous 272,765
1.76%
Holding current value
$6.33 Million
Previous $6.03 Million
3.48%
% of portfolio
0.58%
Previous 0.6%
Shares
33 transactions
Others Institutions Holding SCHF
# of Institutions
1,503Shares Held
1.54BCall Options Held
39.6KPut Options Held
0-
Northwestern Mutual Wealth Management CO332MShares$7.83 Billion5.41% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO184MShares$4.34 Billion12.25% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA160MShares$3.78 Billion7.08% of portfolio
-
Wealthfront Advisers LLC110MShares$2.59 Billion6.35% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.68 Billion11.16% of portfolio