News + Filings Holdings
|
Summit Financial Wealth Advisors, LLC
> SCHM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHM | 11,805 | -10 | 838,517,000 | 837,732,000 | $71,030.66 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHM | 11,815 | -200 | 785,000 | -126,000 | $66.44 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHM | 12,015 | 0 | 911,000 | -61,000 | $75.82 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHM | 12,015 | 0 | 972,000 | 51,000 | $80.90 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | SCHM | 12,015 | -713 | 921,000 | 53,000 | $76.65 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | SCHM | 12,728 | -554 | 868,000 | 131,000 | $68.20 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHM | 13,282 | 554 | 737,000 | 9,000 | $55.49 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | SCHM | 12,728 | -354 | 728,000 | 38,000 | $57.20 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHM | 13,082 | 0 | 690,000 | 138,000 | $52.74 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHM | 13,082 | -1,247 | 552,000 | -308,000 | $42.20 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | SCHM | 14,329 | 0 | 860,000 | 56,000 | $60.02 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHM | 14,329 | -100 | 804,000 | -20,000 | $56.11 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHM | 14,429 | -116 | 824,000 | 5,000 | $57.11 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHM | 14,545 | -1,241 | 819,000 | 62,000 | $56.31 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHM | 15,786 | -9,402 | 757,000 | -591,000 | $47.95 |
| 09/30/2018 | SCHWAB STRATEGIC TRUST | SCHM | 25,188 | -11,539 | 1,348,000 | -594,000 | $53.52 |
| 06/30/2018 | SCHWAB STRATEGIC TRUST | SCHM | 36,727 | 0 | 1,942,000 | 0 | $52.88 |
| 03/31/2018 | SCHWAB STRATEGIC TRUST | SCHM | 36,727 | -278 | 1,942,000 | -29,000 | $52.88 |
| 12/31/2017 | SCHWAB STRATEGIC TRUST | SCHM | 37,005 | 3,149 | 1,971,000 | 274,000 | $53.26 |
| 09/30/2017 | SCHWAB STRATEGIC TRUST | SCHM | 33,856 | -279 | 1,697,000 | 53,000 | $50.12 |
| 06/30/2017 | SCHWAB STRATEGIC TRUST | SCHM | 34,135 | 4,228 | 1,644,000 | 228,000 | $48.16 |
| 03/31/2017 | SCHWAB STRATEGIC TRUST | SCHM | 29,907 | 29,907 | 1,416,000 | 1,416,000 | $47.35 |
| << Prev Next >> |
|