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Schwab Intl Small Cap Equity ETF shares owned by Summit Financial

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 232k 45.51
2025-06-30 $8.9M 208k 42.59
2025-03-31 $2.8M 77k 35.88

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Schwab Intl Small Cap Equity ETF

Tiaa Trust, National Association
Savant Capital Management
SageView Advisory Group
BlackRock
McAdam
Pnc Financial Services
Creative Planning
State Street Corporation
Mather Group
Colony
Johnson Financial
Rsm Us Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Jones Financial Companies, L.L

View all funds holding Schwab Intl Small Cap Equity ETF