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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
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)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

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