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

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

Historical chart of Summit Wealth Group 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 consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.2M 99k 32.53
2026-06-30 $3.7M 116k 31.71
2026-03-31 $3.3M 109k 30.68
2025-12-31 $4.6M 167k 27.43

More positions owned by Summit Wealth Group

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
RBB F/m Us Treasury (TBIL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Consm Staples (IYK)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)

View all positions for Summit Wealth Group

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
LPL Financial
Bank of America Corporation
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq