Schwab U S Small Cap ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning 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 Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 294k | 51.50 |
| 2024-06-30 | $14M | 287k | 47.45 |
| 2024-03-31 | $14M | 278k | 49.24 |
| 2023-12-31 | $12M | 256k | 47.24 |
| 2023-09-30 | $10M | 243k | 41.42 |
| 2023-06-30 | $10M | 228k | 43.80 |
| 2023-03-31 | $8.9M | 213k | 41.93 |
| 2022-12-31 | $8.0M | 199k | 40.51 |
| 2022-09-30 | $8.2M | 216k | 37.80 |
| 2022-06-30 | $7.4M | 189k | 38.99 |
| 2022-03-31 | $8.1M | 171k | 47.36 |
| 2021-12-31 | $9.9M | 97k | 102.40 |
| 2021-09-30 | $8.9M | 89k | 100.10 |
| 2021-06-30 | $8.4M | 81k | 104.18 |
| 2021-03-31 | $8.0M | 81k | 99.67 |
| 2020-12-31 | $7.3M | 82k | 89.00 |
| 2020-09-30 | $5.6M | 82k | 68.32 |
| 2020-06-30 | $5.3M | 82k | 65.34 |
| 2020-03-31 | $4.1M | 81k | 51.52 |
| 2019-12-31 | $7.3M | 97k | 75.64 |
| 2019-09-30 | $6.6M | 94k | 69.73 |
| 2019-06-30 | $6.6M | 92k | 71.48 |
| 2019-03-31 | $6.4M | 92k | 69.95 |
| 2018-12-31 | $5.9M | 97k | 60.68 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning