Summit Asset Management, LLC's ownership history for SCHB

Summit Asset Management, LLC currently holds 25.2K shares with a market value of $648.7K. It started holding SCHB on 2024-09-30. At its peak, it held 25.2K shares on 2025-09-30. Its highest holding value was $648.7K on 2025-09-30. At its lowest, it held 7.7K shares on 2024-09-30, with a value of $514.5K on 2024-09-30. In the recent 180 days, Summit Asset Management, LLC has increased its shares by 1.3K. In the recent year, Summit Asset Management, LLC has increased its shares by 17.5K.