News + Filings Holdings
|
Summit Financial Wealth Advisors, LLC
> SCHF
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHF | 0 | -401,575 | 0 | -12,899,000 | |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHF | 401,575 | -66,835 | 12,899,000 | -4,301,000 | $32.12 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHF | 468,410 | 376,776 | 17,200,000 | 13,598,000 | $36.72 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHF | 91,634 | 15,992 | 3,602,000 | 675,000 | $39.31 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | SCHF | 75,642 | 13,798 | 2,927,000 | 700,000 | $38.70 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | SCHF | 61,844 | -2,371 | 2,227,000 | 211,000 | $36.01 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHF | 64,215 | -537 | 2,016,000 | 27,000 | $31.39 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | SCHF | 64,752 | 930 | 1,989,000 | 46,000 | $30.72 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHF | 63,822 | 2,700 | 1,943,000 | 357,000 | $30.44 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHF | 61,122 | 21,264 | 1,586,000 | 270,000 | $25.95 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | SCHF | 39,858 | 5,171 | 1,316,000 | 205,000 | $33.02 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHF | 34,687 | -4,237 | 1,111,000 | -138,000 | $32.03 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHF | 38,924 | 6,756 | 1,249,000 | 221,000 | $32.09 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHF | 32,168 | 1,045 | 1,028,000 | 146,000 | $31.96 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHF | 31,123 | 5,316 | 882,000 | 72,000 | $28.34 |
| 09/30/2018 | SCHWAB STRATEGIC TRUST | SCHF | 25,807 | 5,017 | 810,000 | 109,000 | $31.39 |
| 06/30/2018 | SCHWAB STRATEGIC TRUST | SCHF | 20,790 | -65 | 701,000 | -2,000 | $33.72 |
| 03/31/2018 | SCHWAB STRATEGIC TRUST | SCHF | 20,855 | 14,235 | 703,000 | 477,000 | $33.71 |
| 12/31/2017 | SCHWAB STRATEGIC TRUST | SCHF | 6,620 | 6,620 | 226,000 | 226,000 | $34.14 |
| << Prev Next >> |
|