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Schwab U S Small Cap ETF shares owned by Summit Equities

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Summit Equities from 13F filings

Historical chart of Summit Equities investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Summit Equities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Summit Equities

Quarter filed Position value Share count Share price at filing
2018-09-30 $458k 6.0k 76.17
2018-06-30 $404k 5.5k 73.57
2018-03-31 $403k 5.8k 69.13

More positions owned by Summit Equities

Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
Vanguard Mid-Cap Value ETF (VOE)
Vanguard Value ETF (VTV)
Spdr Index Shs Fds s^p global nat res (GNR)
Vanguard Small-Cap Value ETF (VBR)
United Sts Commodity Index F (USCI)
Vanguard Energy ETF (VDE)
Ishares Tr core tl usd bd (IUSB)
Vanguard Europe Pacific ETF (VEA)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares Russell 1000 Index (IWB)
iShares Russell 3000 Value Index (IUSV)
Vanguard Intermediate-Term Bond ETF (BIV)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)

View all positions for Summit Equities

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF