Summit Asset Management, LLC SCHG Holdings History
Summit Asset Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Summit Asset Management, LLC held 1.37 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $34.30 Mil. This investment constitutes 5.94% of their stock portfolio, and Summit Asset Management, LLC now holds 0.09% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2015Q4. And since then Summit Asset Management, LLC has made 16 purchases of SCHG, at an average price of $26.25, for a total of 1.50 Mil shares. In addition, there have been 13 sales at an average price of $54.38 for 125,810.00 shares. Based on historical transaction data and SCHG's current price of $29.74, Summit Asset Management, LLC's estimated gain on his SCHG holdings is $8.32 Mil, reflecting a 21.19% gain to date.
Summit Asset Management, LLC SCHG ($29.74) Holding Chart
Summit Asset Management, LLC SCHG ($29.74) 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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