Summit Financial Strategies, Inc. SCHM Holdings History
Summit Financial Strategies, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 1.89 Mil shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $49.43 Mil. This investment constitutes 4.99% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.45% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2015Q4. And since then Summit Financial Strategies, Inc. has made 25 purchases of SCHM, at an average price of $40.55, for a total of 1.96 Mil shares. In addition, there have been 4 sales at an average price of $33.47 for 69,439.00 shares. Based on historical transaction data and SCHM's current price of $28.52, Summit Financial Strategies, Inc.'s estimated gain on his SCHM holdings is $-23.19 Mil, reflecting a -29.24% gain to date.
Summit Financial Strategies, Inc. SCHM ($28.52) Holding Chart
Summit Financial Strategies, Inc. SCHM ($28.52) 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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