Summit Financial, LLC Schwab Strategic Tr Intl Small Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Summit Financial, LLC holds 232,433 shares of SCHC stock, worth $10.5 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
232,433
Previous 207,802
11.85%
Holding current value
$10.5 Million
Previous $8.85 Million
19.53%
% of portfolio
0.18%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SCHC
# of Institutions
514Shares Held
45.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio