Summit Financial, LLC Schwab Strategic Tr Us Broad M Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Summit Financial, LLC holds 365,907 shares of SCHB stock, worth $9.45 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
365,907
Previous 421,032 13.09%
Holding current value
$9.45 Million
Previous $10 Million 6.24%
% of portfolio
0.16%
Previous 0.23%

Shares

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

Nov 14, 2025
SELL
$23.82 - $25.84 $1.31 Million - $1.42 Million
-55,125 Reduced 13.09%
365,907 $9.41 Million
Q2 2025

Aug 13, 2025
BUY
$19.1 - $23.83 $3.51 Million - $4.37 Million
183,584 Added 77.32%
421,032 $10 Million
Q1 2025

May 14, 2025
BUY
$21.23 - $23.75 $3 Million - $3.36 Million
141,455 Added 147.36%
237,448 $5.11 Million
Q4 2024

Feb 12, 2025
BUY
$22.01 - $66.82 $1.62 Million - $4.93 Million
73,753 Added 331.62%
95,993 $2.18 Million
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $944,137 - $1.05 Million
15,754 Added 242.89%
22,240 $1.48 Million
Q2 2024

Jul 31, 2024
BUY
$57.57 - $63.3 $373,399 - $410,563
6,486 New
6,486 $407,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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  • Sector ETFs
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More about SCHB
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