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Schwab U S Broad Market ETF shares owned by Summitpoint Capital Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Summitpoint Capital Management from 13F filings

Historical chart of Summitpoint Capital Management 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 Summitpoint Capital Management 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 Summitpoint Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $241k 8.3k 28.96

More positions owned by Summitpoint Capital Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Msci Acwi Ex Us (ACWX)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ssga Active Etf Tr St Str Total Etf (TOTL)
Ishares Tr Us Sml Cap Eqt (SMLF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)

View all positions for Summitpoint Capital Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors
HT Partners

View all funds holding Schwab U S Broad Market ETF