Summit Financial Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Summit Financial Wealth Advisors, LLC

$495 Million
Q1 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 35,265 shares of SCHM stock, worth $999,762. This represents 0.19% of its overall portfolio holdings.

Number of Shares

35,265

Previous 39,815 11.43%

Holding current value

$999,762

Previous $1.1 Million 16.32%

% of portfolio

0.19%

Previous 0.23%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.58 - $29.24 $116,388 - $133,042	-4,550 Reduced 11.43%	35,265 $923,000
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $771,395 - $2.33 Million	28,010 Added 237.27%	39,815 $1.1 Million
Q4 2022 Jan 17, 2023	SELL	$61.05 - $69.94 $610 - $699	-10 Reduced 0.08%	11,805 $0
Q2 2022 Jul 26, 2022	SELL	$60.91 - $76.4 $12,182 - $15,280	-200 Reduced 1.66%	11,815 $785,000
Q3 2021 Nov 05, 2021	SELL	$74.65 - $80.95 $46,133 - $50,027	-618 Reduced 4.89%	12,015 $921,000
Q2 2021 Aug 09, 2021	SELL	$74.64 - $79.12 $7,090 - $7,516	-95 Reduced 0.75%	12,633 $989,000
Q1 2021 Apr 23, 2021	SELL	$67.07 - $76.85 $37,156 - $42,574	-554 Reduced 4.17%	12,728 $868,000
Q4 2020 Jan 11, 2021	BUY	$55.93 - $68.45 $30,985 - $37,921	554 Added 4.35%	13,282 $737,000
Q3 2020 Nov 09, 2020	SELL	$51.99 - $58.83 $18,404 - $20,825	-354 Reduced 2.71%	12,728 $728,000
Q1 2020 Apr 29, 2020	SELL	$35.83 - $62.24 $44,680 - $77,613	-1,247 Reduced 8.7%	13,082 $552,000
Q3 2019 Nov 05, 2019	SELL	$56.23 - $57.59 $5,623 - $5,759	-100 Reduced 0.69%	14,329 $804,000
Q2 2019 Jul 16, 2019	SELL	N/A	-116 Reduced 0.8%	14,429 $824,000
Q1 2019 May 01, 2019	SELL	N/A	-1,241 Reduced 7.86%	14,545 $819,000
Q4 2018 Feb 01, 2019	SELL	N/A	-9,402 Reduced 37.33%	15,786 $757,000
Q3 2018 Oct 22, 2018	SELL	N/A	-11,539 Reduced 31.42%	25,188 $1.35 Million
Q1 2018 Apr 09, 2018	BUY	N/A	36,727 New	36,727 $1.94 Million
Q1 2018 Apr 06, 2018	SELL	N/A	-37,005 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	3,149 Added 9.3%	37,005 $1.97 Million
Q3 2017 Nov 06, 2017	SELL	N/A	-279 Reduced 0.82%	33,856 $1.7 Million
Q2 2017 Aug 14, 2017	BUY	N/A	34,135	34,135 $1.64 Million

Others Institutions Holding SCHM

# of Institutions

1,022

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Summit Financial Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History