Summit Asset Management, LLC SCHM Holdings History
Summit Asset Management, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Summit Asset Management, LLC held 1.24 Mil shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $32.55 Mil. This investment constitutes 5.63% of their stock portfolio, and Summit Asset Management, LLC now holds 0.3% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2015Q4. And since then Summit Asset Management, LLC has made 24 purchases of SCHM, at an average price of $34.68, for a total of 1.25 Mil shares. In addition, there have been 6 sales at an average price of $66.27 for 6,850.00 shares. Based on historical transaction data and SCHM's current price of $28.76, Summit Asset Management, LLC's estimated gain on his SCHM holdings is $-7.13 Mil, reflecting a -16.47% gain to date.
Summit Asset Management, LLC SCHM ($28.76) Holding Chart
Summit Asset Management, LLC SCHM ($28.76) 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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