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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

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF