Schwab U S Broad Market ETF shares owned by Summit X
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Summit X
from 13F filings
Historical chart of Summit X investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Summit X
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $214k | 9.9k | 21.53 |
| 2024-12-31 | $233k | 10k | 22.70 |
| 2024-09-30 | $215k | 3.4k | 62.87 |
| 2024-06-30 | $431k | 6.7k | 63.93 |
| 2024-03-31 | $209k | 3.4k | 61.05 |