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
82,135
Holding current value
$2.64 Million
% of portfolio
0.04%

Shares

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

Nov 14, 2025

BUY
$30.81 - $32.63 $2.53 Million - $2.68 Million
82,135 New
82,135 $2.65 Million

Others Institutions Holding SCHQ

About SCHWAB STRATEGIC TR LONG-TERM


  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.