Schwab U S Large Cap Growth ETF shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies 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 Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $857k | 27k | 31.91 |
| 2025-06-30 | $784k | 27k | 29.21 |
| 2025-03-31 | $728k | 29k | 25.04 |
| 2024-12-31 | $963k | 35k | 27.87 |
| 2024-09-30 | $899k | 8.6k | 104.19 |
| 2024-06-30 | $864k | 8.6k | 100.84 |
| 2024-03-31 | $922k | 9.9k | 92.72 |
| 2023-09-30 | $730k | 10k | 72.72 |
| 2023-06-30 | $751k | 10k | 74.95 |
| 2023-03-31 | $734k | 11k | 65.17 |
| 2022-12-31 | $629k | 11k | 55.56 |
| 2022-09-30 | $640k | 12k | 55.83 |
| 2022-06-30 | $682k | 12k | 57.99 |
| 2022-03-31 | $914k | 12k | 74.84 |
| 2021-12-31 | $880k | 5.4k | 163.66 |
| 2021-09-30 | $777k | 5.3k | 148.00 |
| 2021-06-30 | $766k | 5.2k | 145.93 |
| 2021-03-31 | $681k | 5.3k | 129.69 |
| 2020-12-31 | $674k | 5.3k | 128.36 |
| 2020-09-30 | $605k | 5.3k | 115.24 |
| 2020-06-30 | $533k | 5.2k | 101.54 |
| 2020-03-31 | $418k | 5.2k | 79.65 |
| 2019-12-31 | $484k | 5.2k | 92.88 |
| 2019-09-30 | $438k | 5.2k | 84.09 |
| 2019-06-30 | $433k | 5.2k | 83.17 |
| 2018-12-31 | $356k | 5.2k | 68.85 |
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