SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHV Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 1.64 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $43.55 Mil. This investment constitutes 13.34% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0.36% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q4. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 18 purchases of SCHV, at an average price of $37.89, for a total of 1.72 Mil shares. In addition, there have been 7 sales at an average price of $56.73 for 77,294.00 shares. Based on historical transaction data and SCHV's current price of $28.20, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his SCHV holdings is $-14.42 Mil, reflecting a -22.19% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHV ($28.20) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHV ($28.20) 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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