Summit Financial Strategies, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Summit Financial Strategies, Inc.
- $998 Million
- Q2 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,813,315 shares of SCHM stock, worth $51.4 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
1,813,315
Previous 1,886,684
3.89%
Holding current value
$51.4 Million
Previous $49.4 Million
2.9%
% of portfolio
5.09%
Previous 5.41%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
1,032Shares Held
283MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.71 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$300 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$291 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$268 Million3.22% of portfolio