Schwab U S Small Cap ETF shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 66k | 27.94 |
| 2025-03-31 | $1.4M | 60k | 23.43 |
| 2024-12-31 | $1.5M | 56k | 26.40 |
| 2024-09-30 | $758k | 15k | 51.50 |
| 2024-06-30 | $307k | 6.5k | 47.45 |
| 2024-03-31 | $233k | 4.7k | 49.24 |
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