Summit Financial, LLC
Position in SCHQ — Schwab Long-Term U.S. Treasury ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in SCHQ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHQ | $5,942,721 | 189,078 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SCHQ | $2,788,236 | 87,957 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SCHQ | $2,653,781 | 82,135 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||