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Schwab U S Broad Market ETF shares owned by Summit Financial

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 22k 66.52
2024-06-30 $409k 6.5k 63.07

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View all positions for Summit Financial

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF