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Schwab U S Large Cap Growth ETF shares owned by Summit Asset Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $44M 1.4M 31.91
2025-06-30 $40M 1.4M 29.21
2025-03-31 $34M 1.4M 25.04
2024-12-31 $38M 1.4M 27.87
2024-09-30 $34M 328k 104.18
2024-06-30 $33M 329k 100.84
2024-03-31 $30M 324k 92.72
2023-12-31 $27M 321k 82.96
2023-09-30 $24M 324k 72.72
2023-06-30 $25M 327k 74.95
2023-03-31 $22M 332k 65.17
2022-12-31 $18M 327k 55.56
2022-09-30 $18M 322k 55.81
2022-06-30 $19M 318k 57.99
2022-03-31 $25M 332k 74.82
2021-12-31 $27M 164k 163.75
2021-09-30 $24M 164k 148.09
2021-06-30 $25M 168k 145.96
2021-03-31 $22M 167k 129.78
2020-12-31 $22M 171k 128.41
2020-09-30 $22M 187k 115.17
2020-06-30 $20M 192k 101.54
2020-03-31 $15M 194k 79.65
2019-12-31 $18M 192k 92.91
2019-09-30 $16M 193k 84.01
2019-06-30 $16M 192k 83.21
2019-03-31 $15M 190k 79.43
2018-12-31 $13M 189k 68.93
2018-09-30 $16M 189k 82.02
2018-06-30 $15M 194k 75.78
2018-03-31 $14M 199k 71.71
2017-12-31 $14M 199k 70.71
2017-09-30 $14M 205k 66.07
2017-06-30 $13M 203k 63.20
2017-03-31 $12M 205k 60.48
2016-12-31 $11M 203k 55.83
2016-09-30 $11M 203k 55.48
2016-06-30 $11M 207k 52.47
2016-03-31 $11M 209k 52.42
2015-12-31 $11M 208k 52.83
2015-09-30 $10M 208k 49.98
2015-06-30 $11M 203k 53.67
2015-03-31 $11M 208k 53.87
2014-12-31 $11M 218k 51.79
2014-09-30 $11M 219k 49.18
2014-06-30 $11M 219k 48.52
2014-03-31 $9.9M 216k 46.00
2013-12-31 $10M 221k 45.24
2013-09-30 $9.2M 224k 41.08
2013-06-30 $8.9M 233k 38.11
2012-12-31 $8.0M 234k 34.16
2012-09-30 $8.5M 245k 34.69
2012-06-30 $8.5M 260k 32.59
2012-03-31 $8.8M 258k 34.21
2011-12-31 $7.7M 259k 29.63

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Internl Divid (SCHY)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Summit Asset Management

Top funds holding Schwab U S Large Cap Growth ETF

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Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF