Schwab U S Small Cap ETF shares owned by Summit Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $388k | 7.9k | 49.24 |
| 2023-12-31 | $486k | 10k | 47.24 |
| 2023-09-30 | $428k | 10k | 41.42 |
| 2023-06-30 | $452k | 10k | 43.80 |
| 2023-03-31 | $256k | 6.1k | 41.93 |
| 2022-12-31 | $246k | 6.1k | 40.51 |
| 2022-09-30 | $229k | 6.1k | 37.80 |
| 2022-06-30 | $241k | 6.2k | 38.99 |
| 2022-03-31 | $288k | 6.1k | 47.36 |
| 2021-12-31 | $309k | 3.0k | 102.42 |
| 2021-09-30 | $300k | 3.0k | 100.12 |
| 2021-06-30 | $312k | 3.0k | 104.20 |
| 2021-03-31 | $313k | 3.1k | 99.69 |
| 2020-12-31 | $290k | 3.3k | 89.01 |
| 2020-09-30 | $349k | 5.1k | 68.32 |
| 2020-06-30 | $530k | 8.1k | 65.34 |
| 2020-03-31 | $494k | 9.6k | 51.52 |
| 2019-12-31 | $718k | 9.5k | 75.64 |
| 2019-06-30 | $543k | 7.6k | 71.72 |
| 2019-03-31 | $507k | 7.2k | 69.93 |
| 2018-12-31 | $398k | 6.6k | 60.68 |