Number of Shares
615,552.00
Current Holdings Value*
$14.42 Mil
% of Portfolio
4.42%
Total Estimate Gain
$-2.81 Mil
% of Total Estimate Gain
-12.63%

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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