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Schwab U S Small Cap ETF shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Financial Strategies 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 Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 552k 51.50
2024-06-30 $25M 520k 47.45
2024-03-31 $24M 496k 49.24
2023-09-30 $19M 469k 41.42
2023-06-30 $20M 460k 43.80
2023-03-31 $19M 450k 41.93
2022-12-31 $18M 436k 40.51
2022-09-30 $16M 424k 37.80
2022-06-30 $15M 390k 38.99
2022-03-31 $19M 397k 47.36
2021-12-31 $20M 191k 102.40
2021-09-30 $18M 182k 100.10
2021-06-30 $18M 171k 104.18
2021-03-31 $14M 143k 99.01
2020-12-31 $14M 152k 89.00
2020-09-30 $11M 157k 68.32
2020-06-30 $10M 158k 65.34
2020-03-31 $8.5M 165k 51.52
2019-12-31 $11M 151k 75.64
2019-09-30 $10M 148k 69.73
2019-06-30 $10M 144k 71.48
2019-03-31 $9.5M 136k 69.93
2018-12-31 $7.5M 124k 60.68
2018-09-30 $9.1M 120k 76.17
2018-06-30 $8.6M 117k 73.57
2018-03-31 $7.8M 113k 69.13
2017-12-31 $7.6M 109k 69.74
2017-09-30 $7.1M 105k 67.37
2017-06-30 $6.4M 100k 63.91
2017-03-31 $5.9M 93k 62.98
2016-12-31 $5.7M 93k 61.47
2016-09-30 $5.2M 90k 57.55
2016-06-30 $4.7M 86k 54.03
2016-03-31 $4.1M 78k 52.03
2015-12-31 $3.5M 68k 52.09
2015-09-30 $3.3M 64k 50.78
2015-06-30 $3.7M 64k 57.48
2015-03-31 $3.3M 57k 57.57
2014-12-31 $2.7M 48k 55.11

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

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