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

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 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 38,515 shares of SCHM stock, worth $1.16 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
38,515
Previous 36,750 4.8%
Holding current value
$1.16 Million
Previous $1.03 Million 11.46%
% of portfolio
0.19%
Previous 0.19%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$28.15 - $30.13 $49,684 - $53,179
1,765 Added 4.8%
38,515 $1.15 Million
Q2 2025

Sep 29, 2025
BUY
$22.92 - $28.05 $34,036 - $41,654
1,485 Added 4.21%
36,750 $1.03 Million
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
1,042
Shares Held
284M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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