Summit Financial Strategies, Inc. Sells in Q1 2025

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-171K
- 4.21%
$21.23 - $23.75 $3.62M - $4.05M
3.88M $83.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.52K
- 1.81%
$247.97 - $296.33 $624K - $745K
136K $34.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-53.3K
- 2.75%
$25.58 - $29.24 $1.36M - $1.56M
1.89M $49.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-36.7K
- 3.36%
$23.16 - $27.04 $851K - $993K
1.06M $24.8M
MSFT
Microsoft Corp

Technology
-3.15K
- 12.67%
$375.39 - $447.2 $1.18M - $1.41M
21.7K $8.15M
AAPL
Apple Inc.

Technology
-146
- 0.21%
$209.68 - $247.1 $30.6K - $36.1K
69.7K $15.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-506
- 4.7%
$222.15 - $428.22 $112K - $217K
10.3K $2.66M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-15.1K
- 66.11%
$76.94 - $78.28 $1.16M - $1.18M
7.74K $605K
GOOGL
Alphabet Inc.

Communication Services
-1.3K
- 15.79%
$154.33 - $206.19 $201K - $268K
6.95K $1.07M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-843
- 6.63%
$302.31 - $337.54 $255K - $285K
11.9K $3.64M
NVDA
Nvidia Corp

Technology
-582
- 4.79%
$106.98 - $149.43 $62.3K - $87K
11.6K $1.25M
WMT
Walmart Inc.

Consumer Defensive
-270
- 0.32%
$84.5 - $105.05 $22.8K - $28.4K
84.5K $7.42M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.46K
- 15.81%
$24.91 - $29.02 $136K - $159K
29.1K $728K
CIVB
Civista Bancshares, Inc.

Financial Services
-285
- 0.2%
$18.84 - $22.06 $5.37K - $6.29K
143K $2.8M
PG
Procter & Gamble CO

Consumer Defensive
-1.41K
- 12.7%
$158.56 - $176.26 $223K - $248K
9.66K $1.65M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-299
- 0.19%
$21.75 - $24.28 $6.5K - $7.26K
159K $3.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.27K
- 26.02%
$64.88 - $72.1 $147K - $163K
6.44K $423K
UA
Under Armour Inc Cl C

Consumer Cyclical
-20.2K
- 60.83%
$5.95 - $7.79 $120K - $157K
13K $77K
SPY
Spdr S&P 500 ETF Trust

ETFs
-16
- 0.31%
$551.42 - $612.93 $8.82K - $9.81K
5.14K $2.87M
IWM
Ishares Russell 2000 ETF

ETFs
-74
- 1.34%
$198.1 - $229.79 $14.7K - $17K
5.45K $1.09M
VUG
Vanguard Growth ETF

ETFs
-1
- 0.03%
$369.1 - $427.61 $369 - $428
3.22K $1.19M
DIS
Walt Disney CO

Communication Services
-730
- 17.79%
$96.87 - $114.0 $70.7K - $83.2K
3.37K $332K
AMAT
Applied Materials Inc

Technology
-147
- 2.76%
$145.06 - $195.51 $21.3K - $28.7K
5.18K $751K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-95
- 8.02%
$468.34 - $539.52 $44.5K - $51.3K
1.09K $511K
ET
Energy Transfer LP

Energy
-391
- 0.46%
$17.26 - $21.08 $6.75K - $8.24K
85.1K $1.58M
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 1.04%
$271.18 - $303.12 $13.6K - $15.2K
4.78K $1.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.99K
- 5.09%
$42.5 - $46.71 $169K - $186K
74.3K $3.36M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.05K
- 13.06%
$20.2 - $22.24 $61.7K - $67.9K
20.3K $437K
VBR
Vanguard Small Cap Value ETF

ETFs
-140
- 7.11%
$183.02 - $207.75 $25.6K - $29.1K
1.83K $340K
VGT
Vanguard Information Technolog

ETFs
-2
- 0.38%
$542.38 - $646.34 $1.08K - $1.29K
526 $285K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-119
- 6.13%
$121.0 - $142.28 $14.4K - $16.9K
1.82K $226K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.35K
- 1.38%
$39.96 - $43.3 $53.9K - $58.5K
96.6K $3.98M
VOT
Vanguard Mid Cap Growth Index

ETFs
-72
- 7.76%
$237.72 - $276.98 $17.1K - $19.9K
856 $209K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.15K
- 11.15%
$33.57 - $37.22 $38.5K - $42.7K
9.13K $327K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-103
- 1.1%
$32.42 - $36.13 $3.34K - $3.72K
9.24K $304K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-303
- 4.9%
$95.85 - $99.25 $29K - $30.1K
5.88K $581K
VHT
Vanguard Health Care ETF

ETFs
-104
- 6.1%
$254.06 - $273.83 $26.4K - $28.5K
1.6K $424K
MDT
Medtronic PLC

Healthcare
-341
- 12.31%
$79.84 - $94.5 $27.2K - $32.2K
2.43K $218K
ACWI
Ishares Msci Acwi ETF

ETFs
-1
- 0.05%
$115.16 - $124.13 $115 - $124
2.08K $241K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-100
- 1.44%
$48.43 - $49.9 $4.84K - $4.99K
6.84K $341K
PDN
Invesco Fd Tr

ETFs
-238
- 2.95%
$31.2 - $34.9 $7.43K - $8.31K
7.83K $262K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-93
- 0.65%
$25.81 - $28.52 $2.4K - $2.65K
14.2K $390K
LLY
Eli Lilly & CO

Healthcare
-111
- 5.42%
$725.72 - $929.72 $80.6K - $103K
1.94K $1.6M
VZ
Verizon Communications Inc

Communication Services
-247
- 4.17%
$37.81 - $46.49 $9.34K - $11.5K
5.68K $257K
ABT
Abbott Laboratories

Healthcare
-1.21K
- 12.56%
$111.1 - $140.22 $134K - $169K
8.4K $1.11M
JPM
Jpmorgan Chase & CO

Financial Services
-132
- 1.26%
$225.19 - $279.95 $29.7K - $37K
10.4K $2.54M
XOM
Exxon Mobil Corp

Energy
-974
- 7.3%
$105.44 - $118.93 $103K - $116K
12.4K $1.47M
VEU
Vanguard Ftse All World Ex Us

ETFs
-145
- 1.06%
$56.51 - $62.98 $8.19K - $9.13K
13.5K $821K
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.18%
$279.74 - $321.29 $839 - $964
1.7K $529K
Activity Summary
Buys All Purchases 54 New Holdings 8 Increased Positions 46 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 1 Puts 0
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