Summit Financial, LLC Schwab Strategic Tr Us Emergin Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Summit Financial, LLC holds 20,241 shares of SCHE stock, worth $684,348. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,241
Previous 15,827 27.89%
Holding current value
$684,348
Previous $477,000 41.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$30.13 - $33.37 $132,993 - $147,295
4,414 Added 27.89%
20,241 $675,000
Q2 2025

Aug 13, 2025
BUY
$24.38 - $30.18 $385,862 - $477,658
15,827 New
15,827 $477,000
Q4 2023

Feb 05, 2024
BUY
$23.04 - $24.89 $186,946 - $201,957
8,114 New
8,114 $201,000

Others Institutions Holding SCHE

# of Institutions
893
Shares Held
156M
Call Options Held
18.3K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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