Summit Financial, LLC
Position in SMBS — Schwab Mortgage-Backed Securities ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in SMBS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMBS | $3,183,453 | 124,597 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMBS | $2,745,222 | 106,922 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SMBS | $2,732,124 | 106,267 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||