Schwab U S Broad Market ETF shares owned by Summit Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $412k | 7.4k | 55.67 |
| 2023-09-30 | $369k | 7.4k | 49.85 |
| 2023-06-30 | $382k | 7.4k | 51.70 |
| 2023-03-31 | $646k | 14k | 47.85 |
| 2022-12-31 | $599k | 13k | 44.81 |
| 2022-09-30 | $556k | 13k | 42.00 |
| 2022-06-30 | $579k | 13k | 44.22 |
| 2022-03-31 | $694k | 13k | 53.41 |
| 2021-12-31 | $734k | 6.5k | 112.98 |
| 2021-09-30 | $675k | 6.5k | 103.89 |
| 2021-06-30 | $677k | 6.5k | 104.20 |
| 2021-03-31 | $633k | 6.5k | 96.72 |
| 2020-12-31 | $469k | 5.2k | 91.07 |
| 2020-09-30 | $410k | 5.2k | 79.61 |
| 2020-06-30 | $378k | 5.2k | 73.40 |
| 2020-03-31 | $311k | 5.2k | 60.39 |
| 2019-12-31 | $396k | 5.2k | 76.89 |
| 2019-09-30 | $366k | 5.1k | 71.08 |
| 2019-06-30 | $363k | 5.1k | 70.50 |
| 2019-03-31 | $350k | 5.1k | 67.97 |
| 2018-12-31 | $311k | 5.2k | 59.84 |
| 2018-09-30 | $366k | 5.2k | 70.44 |
| 2018-06-30 | $343k | 5.2k | 66.01 |
| 2018-03-31 | $331k | 5.2k | 63.70 |
| 2017-12-31 | $335k | 5.2k | 64.47 |
| 2017-09-30 | $316k | 5.2k | 60.82 |
| 2017-06-30 | $301k | 5.1k | 58.47 |
| 2017-03-31 | $294k | 5.1k | 57.11 |
| 2014-09-30 | $248k | 5.2k | 47.53 |
| 2014-06-30 | $249k | 5.2k | 47.72 |
| 2014-03-31 | $249k | 5.5k | 45.64 |
| 2013-12-31 | $265k | 5.9k | 45.07 |
| 2013-09-30 | $242k | 5.9k | 41.16 |
| 2013-06-30 | $241k | 6.2k | 38.96 |
| 2012-12-31 | $225k | 6.5k | 34.39 |
| 2012-09-30 | $213k | 6.2k | 34.57 |