Schwab U S Broad Market ETF shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 41k | 25.71 |
| 2025-06-30 | $962k | 40k | 23.83 |
| 2025-03-31 | $856k | 40k | 21.53 |
| 2024-12-31 | $902k | 40k | 22.70 |
| 2024-09-30 | $837k | 13k | 66.52 |
| 2024-06-30 | $780k | 12k | 62.87 |
| 2024-03-31 | $779k | 13k | 61.05 |
| 2023-12-31 | $681k | 12k | 55.67 |
| 2023-09-30 | $662k | 13k | 49.85 |
| 2023-06-30 | $688k | 13k | 51.70 |
| 2023-03-31 | $762k | 16k | 47.85 |
| 2022-12-31 | $643k | 14k | 44.81 |
| 2022-09-30 | $602k | 14k | 41.97 |
| 2022-06-30 | $638k | 14k | 44.17 |
| 2022-03-31 | $772k | 15k | 53.38 |
| 2021-12-31 | $834k | 7.4k | 112.95 |
| 2021-09-30 | $735k | 7.1k | 103.90 |
| 2021-06-30 | $749k | 7.2k | 104.25 |
| 2021-03-31 | $635k | 7.0k | 91.03 |
| 2020-12-31 | $635k | 7.0k | 91.03 |
| 2020-09-30 | $517k | 6.5k | 79.59 |
More positions owned by Summit Place Financial Advisors
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