Schwab U S Broad Market ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning 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 Wealth & Retirement Planning 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 Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 79k | 55.67 |
| 2023-09-30 | $3.9M | 79k | 49.85 |
| 2023-06-30 | $4.1M | 78k | 51.70 |
| 2023-03-31 | $3.7M | 78k | 47.85 |
| 2022-12-31 | $3.5M | 78k | 44.80 |
| 2022-09-30 | $3.2M | 77k | 42.00 |
| 2022-06-30 | $3.5M | 79k | 44.19 |
| 2022-03-31 | $4.2M | 79k | 53.40 |
| 2021-12-31 | $4.5M | 40k | 113.00 |
| 2021-09-30 | $4.1M | 40k | 103.85 |
| 2021-06-30 | $4.1M | 39k | 104.27 |
| 2021-03-31 | $3.8M | 39k | 96.71 |
| 2020-12-31 | $3.6M | 39k | 90.98 |
| 2020-09-30 | $2.2M | 28k | 79.63 |
| 2020-06-30 | $2.0M | 27k | 73.47 |
| 2020-03-31 | $1.7M | 27k | 60.41 |
| 2019-12-31 | $2.1M | 28k | 76.89 |
| 2019-09-30 | $1.9M | 27k | 71.01 |
| 2019-06-30 | $2.9M | 41k | 70.53 |
| 2019-03-31 | $2.8M | 41k | 68.06 |
| 2018-12-31 | $2.5M | 42k | 59.93 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning