Summit Financial Strategies, Inc. SCHB Holdings History
Summit Financial Strategies, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 3.88 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $83.59 Mil. This investment constitutes 8.43% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.27% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Strategies, Inc. has made 23 purchases of SCHB, at an average price of $27.30, for a total of 4.17 Mil shares. In addition, there have been 8 sales at an average price of $32.39 for 289,372.00 shares. Based on historical transaction data and SCHB's current price of $23.96, Summit Financial Strategies, Inc.'s estimated gain on his SCHB holdings is $-11.48 Mil, reflecting a -10.08% gain to date.
Summit Financial Strategies, Inc. SCHB ($23.96) Holding Chart
Summit Financial Strategies, Inc. SCHB ($23.96) 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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