SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHA Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 615,552.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $14.42 Mil. This investment constitutes 4.42% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0.09% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q4. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 18 purchases of SCHA, at an average price of $31.76, for a total of 701,164.00 shares. In addition, there have been 7 sales at an average price of $38.65 for 85,612.00 shares. Based on historical transaction data and SCHA's current price of $26.23, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his SCHA holdings is $-2.81 Mil, reflecting a -12.63% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHA ($26.23) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHA ($26.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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