Summit Financial, LLC Schwab Strategic Tr Long Term Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Summit Financial, LLC holds 82,135 shares of SCHQ stock, worth $2.64 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
82,135Holding current value
$2.64 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
118Shares Held
14.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.02MShares$97 Million0.03% of portfolio
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Mirae Asset Global Investments Co., Ltd.1.38MShares$44.4 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$29.4 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA830KShares$26.7 Million0.08% of portfolio
-
Morgan Stanley New York, NY614KShares$19.7 Million0.0% of portfolio