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
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 366k | 25.71 |
| 2025-06-30 | $10M | 421k | 23.83 |
| 2025-03-31 | $5.1M | 237k | 21.53 |
| 2024-12-31 | $2.2M | 96k | 22.70 |
| 2024-09-30 | $1.5M | 22k | 66.52 |
| 2024-06-30 | $409k | 6.5k | 63.07 |