Summit Asset Management, LLC SCHF Holdings History
Summit Asset Management, LLC's Schwab International Equity ETF Holding Summary
As of 2025-03-31, Summit Asset Management, LLC held 1.55 Mil shares of Schwab International Equity ETF(SCHF), totaling $30.62 Mil. This investment constitutes 5.3% of their stock portfolio, and Summit Asset Management, LLC now holds 0.07% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2013Q4. And since then Summit Asset Management, LLC has made 33 purchases of SCHF, at an average price of $25.90, for a total of 1.70 Mil shares. In addition, there have been 4 sales at an average price of $21.32 for 148,462.00 shares. Based on historical transaction data and SCHF's current price of $21.94, Summit Asset Management, LLC's estimated gain on his SCHF holdings is $-6.81 Mil, reflecting a -15.49% gain to date.
Summit Asset Management, LLC SCHF ($21.94) Holding Chart
Summit Asset Management, LLC SCHF ($21.94) 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 % |
Top Ranked Articles
- 1