Summit Financial, LLC's ownership history for SCHB

Summit Financial, LLC currently holds 365.9K shares with a market value of $9.4M. It started holding SCHB on 2024-09-30. At its peak, it held 421.0K shares on 2025-06-30. Its highest holding value was $10.0M on 2025-06-30. At its lowest, it held 22.2K shares on 2024-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 128.5K. In the recent year, Summit Financial, LLC has increased its shares by 343.7K.