Schwab U S Large Cap Growth ETF shares owned by Summit Asset Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Schwab U S Large Cap Growth ETF
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $30M | 324k | 92.72 |
2023-12-31 | $27M | 321k | 82.96 |
2023-09-30 | $24M | 324k | 72.72 |
2023-06-30 | $25M | 327k | 74.95 |
2023-03-31 | $22M | 332k | 65.17 |
2022-12-31 | $18M | 327k | 55.56 |
2022-09-30 | $18M | 322k | 55.81 |
2022-06-30 | $19M | 318k | 57.99 |
2022-03-31 | $25M | 332k | 74.82 |
2021-12-31 | $27M | 164k | 163.75 |
2021-09-30 | $24M | 164k | 148.09 |
2021-06-30 | $25M | 168k | 145.96 |
2021-03-31 | $22M | 167k | 129.78 |
2020-12-31 | $22M | 171k | 128.41 |
2020-09-30 | $22M | 187k | 115.17 |
2020-06-30 | $20M | 192k | 101.54 |
2020-03-31 | $15M | 194k | 79.65 |
2019-12-31 | $18M | 192k | 92.91 |
2019-09-30 | $16M | 193k | 84.01 |
2019-06-30 | $16M | 192k | 83.21 |
2019-03-31 | $15M | 190k | 79.43 |
2018-12-31 | $13M | 189k | 68.93 |
2018-09-30 | $16M | 189k | 82.02 |
2018-06-30 | $15M | 194k | 75.78 |
2018-03-31 | $14M | 199k | 71.71 |
2017-12-31 | $14M | 199k | 70.71 |
2017-09-30 | $14M | 205k | 66.07 |
2017-06-30 | $13M | 203k | 63.20 |
2017-03-31 | $12M | 205k | 60.48 |
2016-12-31 | $11M | 203k | 55.83 |
2016-09-30 | $11M | 203k | 55.48 |
2016-06-30 | $11M | 207k | 52.47 |
2016-03-31 | $11M | 209k | 52.42 |
2015-12-31 | $11M | 208k | 52.83 |
2015-09-30 | $10M | 208k | 49.98 |
2015-06-30 | $11M | 203k | 53.67 |
2015-03-31 | $11M | 208k | 53.87 |
2014-12-31 | $11M | 218k | 51.79 |
2014-09-30 | $11M | 219k | 49.18 |
2014-06-30 | $11M | 219k | 48.52 |
2014-03-31 | $9.9M | 216k | 46.00 |
2013-12-31 | $10M | 221k | 45.24 |
2013-09-30 | $9.2M | 224k | 41.08 |
2013-06-30 | $8.9M | 233k | 38.11 |
2012-12-31 | $8.0M | 234k | 34.16 |
2012-09-30 | $8.5M | 245k | 34.69 |
2012-06-30 | $8.5M | 260k | 32.59 |
2012-03-31 | $8.8M | 258k | 34.21 |
2011-12-31 | $7.7M | 259k | 29.63 |
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