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Schwab U S Small Cap ETF shares owned by Summitpoint Capital Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Summitpoint Capital Management from 13F filings

Historical chart of Summitpoint Capital Management 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 Summitpoint Capital Management 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 Summitpoint Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $927k 33k 28.48

More positions owned by Summitpoint Capital Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ssga Active Etf Tr State Street Dou (TOTL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Summitpoint Capital Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group
Financial Engines Advisors L.L.C
Advisory Alpha
HPM Partners
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Mercer Global Advisors
Vantagepoint Investment Advisers
Moneta Group Investment Advisors

View all funds holding Schwab U S Small Cap ETF