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

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Summit Financial, LLC holds 70,272 shares of SCHM stock, worth $2.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

70,272

Previous 54,356 29.28%

Holding current value

$2.05 Million

Previous $1.52 Million 36.61%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$28.15 - $30.13 $448,035 - $479,549	15,916 Added 29.28%	70,272 $2.08 Million
Q2 2025 Aug 13, 2025	SELL	$22.92 - $28.05 $59,821 - $73,210	-2,610 Reduced 4.58%	54,356 $1.52 Million
Q1 2025 May 14, 2025	SELL	$25.58 - $29.24 $212,697 - $243,130	-8,315 Reduced 12.74%	56,966 $1.49 Million
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $1.16 Million - $3.5 Million	42,103 Added 181.65%	65,281 $1.81 Million
Q3 2024 Nov 12, 2024	BUY	$75.47 - $83.18 $843,905 - $930,118	11,182 Added 93.21%	23,178 $1.93 Million

Q2 2024 Jul 31, 2024	SELL	$75.69 - $81.19 $91,736 - $98,402	-1,212 Reduced 9.18%	11,996 $933,000
Q1 2024 Apr 24, 2024	BUY	$72.89 - $81.43 $5,248 - $5,862	72 Added 0.55%	13,208 $1.08 Million
Q4 2023 Feb 05, 2024	BUY	$63.01 - $75.95 $2,205 - $2,658	35 Added 0.27%	13,136 $989,000
Q3 2023 Nov 07, 2023	BUY	$66.75 - $73.98 $1,802 - $1,997	27 Added 0.21%	13,101 $886,000
Q2 2023 Aug 11, 2023	BUY	$65.29 - $71.03 $175,760 - $191,212	2,692 Added 25.93%	13,074 $928,000
Q1 2023 May 03, 2023	BUY	$64.24 - $73.9 $1,734 - $1,995	27 Added 0.26%	10,382 $704,000
Q4 2022 Feb 07, 2023	SELL	$61.05 - $69.94 $14,224 - $16,296	-233 Reduced 2.2%	10,355 $679,000
Q3 2022 Nov 15, 2022	BUY	$60.5 - $72.51 $1,996 - $2,392	33 Added 0.31%	10,588 $641 Million
Q2 2022 Aug 12, 2022	SELL	$60.91 - $76.4 $95,506 - $119,795	-1,568 Reduced 12.93%	10,555 $0
Q1 2022 May 10, 2022	BUY	$70.66 - $80.89 $2,331 - $2,669	33 Added 0.27%	12,123 $0
Q4 2021 Feb 07, 2022	SELL	$76.01 - $83.39 $20,826 - $22,848	-274 Reduced 2.22%	12,090 $0
Q3 2021 Nov 08, 2021	BUY	$74.65 - $80.95 $5,897 - $6,395	79 Added 0.64%	12,364 $0
Q2 2021 Aug 06, 2021	BUY	$74.64 - $79.12 $265,270 - $281,192	3,554 Added 40.71%	12,285 $0
Q1 2021 May 03, 2021	BUY	$67.07 - $76.85 $197,655 - $226,476	2,947 Added 50.95%	8,731 $0
Q4 2020 Feb 09, 2021	BUY	$55.93 - $68.45 $323,499 - $395,914	5,784 New	5,784 $0

Others Institutions Holding SCHM

# of Institutions

1,059

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Summit Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History