Summit Asset Management, LLC SCHD Holdings History
Summit Asset Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Summit Asset Management, LLC held 1.96 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $54.81 Mil. This investment constitutes 9.49% of their stock portfolio, and Summit Asset Management, LLC now holds 0.08% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2013Q4. And since then Summit Asset Management, LLC has made 25 purchases of SCHD, at an average price of $33.47, for a total of 2.15 Mil shares. In addition, there have been 11 sales at an average price of $42.78 for 187,312.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Summit Asset Management, LLC's estimated gain on his SCHD holdings is $-10.89 Mil, reflecting a -15.15% gain to date.
Summit Asset Management, LLC SCHD ($27.02) Holding Chart
Summit Asset Management, LLC SCHD ($27.02) 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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