Summit Financial, LLC
Position in SCHJ — Schwab 1-5 Year Corporate Bond ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in SCHJ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHJ | $2,844,561 | 115,048 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SCHJ | $5,576,379 | 223,951 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SCHJ | $5,394,256 | 216,246 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||