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Schwab Intl Small Cap Equity ETF shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Strategies 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 Strategies

Quarter filed Position value Share count Share price at filing
2023-09-30 $403k 13k 32.25
2023-06-30 $429k 13k 33.77
2023-03-31 $424k 13k 33.71
2022-12-31 $419k 13k 31.47
2022-09-30 $424k 15k 27.75
2022-06-30 $528k 17k 31.22
2022-03-31 $626k 17k 37.96
2021-12-31 $713k 17k 40.92
2021-09-30 $735k 18k 41.53
2021-06-30 $772k 19k 41.60
2021-03-31 $1.1M 29k 39.42
2020-12-31 $1.5M 39k 37.64
2020-09-30 $1.2M 38k 32.54
2020-06-30 $1.1M 38k 29.57
2020-03-31 $896k 37k 24.41
2019-12-31 $1.2M 34k 34.65
2019-09-30 $1.1M 34k 31.81
2019-06-30 $1.1M 33k 32.63
2019-03-31 $1.0M 33k 32.24
2018-12-31 $923k 32k 29.09
2018-09-30 $1.1M 31k 35.65
2018-06-30 $1.1M 31k 36.08
2018-03-31 $1.1M 31k 36.52
2017-12-31 $1.2M 31k 36.63
2017-09-30 $1.1M 31k 35.81
2017-06-30 $1.0M 30k 33.62
2017-03-31 $945k 30k 31.33
2016-12-31 $820k 28k 29.11
2016-09-30 $855k 28k 30.86
2016-06-30 $815k 28k 28.79
2016-03-31 $831k 29k 28.96
2015-12-31 $863k 30k 28.83
2015-09-30 $881k 31k 28.54
2015-06-30 $945k 30k 31.31
2015-03-31 $873k 29k 30.14
2014-12-31 $777k 27k 28.84

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

Top funds holding Schwab Intl Small Cap Equity ETF

Charles Schwab Investment Advisory
Pnc Financial Services
Savant Capital Management
HPM Partners
Jane Street
SageView Advisory Group
Tiaa Trust, National Association
Creative Planning
McAdam
Advisory Alpha
CI Private Wealth
Mather Group
Charles Schwab Investment Management
Colony
Rsm Us Wealth Management

View all funds holding Schwab Intl Small Cap Equity ETF