Summit Asset Management, LLC SCHV Holdings History
Summit Asset Management, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Summit Asset Management, LLC held 1.05 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $27.81 Mil. This investment constitutes 4.81% of their stock portfolio, and Summit Asset Management, LLC now holds 0.23% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2015Q4. And since then Summit Asset Management, LLC has made 21 purchases of SCHV, at an average price of $32.20, for a total of 1.09 Mil shares. In addition, there have been 9 sales at an average price of $61.34 for 42,529.00 shares. Based on historical transaction data and SCHV's current price of $27.99, Summit Asset Management, LLC's estimated gain on his SCHV holdings is $-3.16 Mil, reflecting a -9.03% gain to date.
Summit Asset Management, LLC SCHV ($27.99) Holding Chart
Summit Asset Management, LLC SCHV ($27.99) 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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