Summit Wealth Group Llc / Co »

Schwab Strategic Tr us dividend eq shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $19M 696k 27.43
2025-06-30 $22M 835k 26.50

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
Sontag Advisory
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Honkamp Krueger Financial Services
Wells Fargo & Company
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq