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Schwab U S Broad Market ETF shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Strategies 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 Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $91M 3.5M 25.71
2025-06-30 $88M 3.7M 23.83
2025-03-31 $84M 3.9M 21.53
2024-12-31 $92M 4.1M 22.70
2024-09-30 $92M 1.4M 66.52
2024-06-30 $88M 1.4M 62.87
2024-03-31 $84M 1.4M 61.05
2023-09-30 $70M 1.4M 49.85
2023-06-30 $72M 1.4M 51.70
2023-03-31 $67M 1.4M 47.85
2022-12-31 $61M 1.4M 44.81
2022-09-30 $58M 1.4M 41.99
2022-06-30 $58M 1.3M 44.19
2022-03-31 $69M 1.3M 53.39
2021-12-31 $74M 653k 113.01
2021-09-30 $65M 629k 103.86
2021-06-30 $63M 604k 104.27
2021-03-31 $48M 496k 96.59
2020-12-31 $42M 460k 90.99
2020-09-30 $37M 464k 79.64
2020-06-30 $35M 473k 73.47
2020-03-31 $29M 487k 60.43
2019-12-31 $37M 481k 76.88
2019-09-30 $33M 470k 71.02
2019-06-30 $33M 462k 70.53
2019-03-31 $30M 439k 68.05
2018-12-31 $25M 424k 59.93
2018-09-30 $28M 394k 70.39
2018-06-30 $26M 389k 65.99
2018-03-31 $24M 371k 63.79
2017-12-31 $23M 350k 64.52
2017-09-30 $21M 338k 60.91
2017-06-30 $19M 323k 58.46
2017-03-31 $18M 313k 57.06
2016-12-31 $16M 299k 54.18
2016-09-30 $15M 287k 52.32
2016-06-30 $14M 269k 50.30
2016-03-31 $13M 261k 49.28
2015-12-31 $10M 209k 49.04
2015-09-30 $9.0M 194k 46.38
2015-06-30 $9.0M 179k 50.23
2015-03-31 $8.2M 162k 50.48
2014-12-31 $6.8M 137k 49.82

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF