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
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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 |
|---|---|---|---|
| 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
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