Schwab U S Large Cap Growth ETF shares owned by Summit Financial
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 737k | 31.91 |
| 2025-06-30 | $15M | 509k | 29.21 |
| 2025-03-31 | $7.5M | 299k | 25.04 |
| 2024-12-31 | $6.7M | 242k | 27.87 |
| 2024-09-30 | $5.2M | 50k | 104.18 |
| 2024-06-30 | $4.9M | 48k | 100.95 |
| 2024-03-31 | $1.6M | 18k | 92.72 |
| 2023-12-31 | $4.4M | 53k | 82.99 |
| 2023-09-30 | $3.8M | 53k | 72.72 |
| 2023-06-30 | $4.0M | 54k | 74.95 |
| 2023-03-31 | $3.7M | 57k | 65.17 |
| 2022-12-31 | $3.2M | 58k | 55.56 |
| 2022-09-30 | $3.2M | 57k | 55.81 |
| 2022-06-30 | $3.3M | 57k | 57.99 |
| 2022-03-31 | $4.0M | 53k | 74.82 |
| 2021-12-31 | $4.3M | 27k | 163.79 |
| 2021-09-30 | $4.0M | 27k | 148.09 |
| 2021-06-30 | $3.5M | 24k | 145.96 |
| 2021-03-31 | $2.8M | 22k | 129.78 |
| 2020-12-31 | $2.8M | 22k | 128.41 |
| 2020-09-30 | $1.6M | 14k | 115.17 |
| 2020-06-30 | $681k | 6.7k | 101.54 |
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