Summit Asset Management LLC lessened its position in shares of Schwab U.S. Mid-Cap ETF ( NYSEARCA:SCHM – Get Rating ) by 0.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 343,951 shares of the company's stock after selling 2,304 shares during the period. Schwab U.S. Mid-Cap ETF makes up approximately 6.5% of Summit Asset Management LLC's investment portfolio, making the stock its 2nd largest position. Summit Asset Management LLC owned about 0.
https://www.dailypolitical.com/2023/06/07/summit-asset-management-llc-has-22-57-million-stock-position-in-schwab-u-s-mid-cap-etf-nysearcaschm.html#dailypolitical
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