Summit Financial, LLC's ownership history for SCHW

Summit Financial, LLC currently holds 38.0K shares with a market value of $3.6M. It started holding SCHW on 2024-09-30. At its peak, it held 38.0K shares on 2025-09-30. Its highest holding value was $3.6M on 2025-09-30. At its lowest, it held 31.6K shares on 2024-09-30, with a value of $2.0M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 3.4K. In the recent year, Summit Financial, LLC has increased its shares by 6.4K.