Summit Wealth Group, LLC Schwab Strategic Tr Intl Eqty Transaction History

Summit Wealth Group, LLC

$347 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$32.42 - $35.44 $1.18 Million - $1.29 Million	36,449 New	36,449 $1,000

Others Institutions Holding SCHF

# of Institutions

1,269

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$3.05 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.63 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.6 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.41 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$998 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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