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Sch Us Mid-cap Etf etf shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Sch Us Mid-cap Etf etf

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All positions including Sch Us Mid-cap Etf etf held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $55M 658k 83.09
2024-06-30 $50M 642k 77.83
2024-03-31 $50M 617k 81.43
2023-09-30 $40M 586k 67.68
2023-06-30 $40M 569k 71.03
2023-03-31 $37M 543k 67.85
2022-12-31 $32M 480k 65.61
2022-09-30 $28M 458k 60.53
2022-06-30 $26M 420k 62.73
2022-03-31 $31M 414k 75.86
2021-12-31 $33M 413k 80.43
2021-09-30 $30M 390k 76.66
2021-06-30 $29M 366k 78.27
2021-03-31 $22M 294k 74.12
2020-12-31 $17M 255k 68.18
2020-09-30 $14M 257k 55.48
2020-06-30 $13M 254k 52.62
2020-03-31 $11M 264k 42.16
2019-12-31 $16M 268k 60.15
2019-09-30 $15M 262k 56.54
2019-06-30 $15M 255k 57.09
2019-03-31 $14M 249k 55.39
2018-12-31 $11M 233k 47.93
2018-09-30 $13M 222k 57.84
2018-06-30 $12M 216k 54.89
2018-03-31 $9.6M 182k 52.88
2017-12-31 $8.7M 163k 53.27
2017-09-30 $7.7M 154k 50.11
2017-06-30 $7.1M 147k 48.16
2017-03-31 $6.6M 139k 47.33
2016-12-31 $6.0M 133k 45.15
2016-09-30 $5.6M 128k 43.52
2016-06-30 $5.0M 119k 42.01
2016-03-31 $4.6M 112k 40.60
2015-12-31 $3.8M 95k 40.07
2015-09-30 $3.5M 90k 38.92
2015-06-30 $3.4M 80k 42.64
2015-03-31 $3.2M 75k 43.15
2014-12-31 $2.4M 58k 40.67

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
Moneta Group Investment Advisors
HighTower Advisors
Northwestern Mutual Wealth Management Company
HPM Partners
Wealth Enhancement Advisory Services
Advisory Alpha
Legacy Wealth Management
Fragasso
JMG Financial Group
Envestnet Asset Management
Prime Capital Investment Advisors
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Sch Us Mid-cap Etf etf