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Schwab Strategic Tr sht tm us tres shares owned by Summit Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 Strategic Tr sht tm us tres by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $467k 9.6k 48.45
2023-09-30 $632k 13k 47.89
2023-06-30 $684k 14k 48.06
2023-03-31 $709k 15k 48.79
2022-12-31 $701k 15k 48.24
2022-09-30 $1.0M 21k 48.24
2022-06-30 $1.1M 23k 49.21
2022-03-31 $1.4M 29k 49.54
2021-12-31 $1.5M 29k 50.84
2021-09-30 $1.7M 34k 51.18
2021-06-30 $1.0M 20k 51.24
2021-03-31 $1.0M 20k 51.29
2020-12-31 $1.0M 20k 51.38
2020-09-30 $744k 14k 51.53
2020-06-30 $642k 12k 51.61
2020-03-31 $643k 12k 51.69
2019-12-31 $880k 17k 50.46
2019-09-30 $885k 18k 50.58
2019-06-30 $887k 18k 50.58
2019-03-31 $878k 18k 50.20
2018-12-31 $920k 18k 49.89
2018-09-30 $1.0M 20k 49.56
2018-06-30 $1.0M 20k 49.76
2018-03-31 $2.0M 40k 49.83
2017-12-31 $2.0M 39k 50.03
2017-09-30 $2.0M 39k 50.39
2017-06-30 $2.0M 39k 50.42
2017-03-31 $2.4M 47k 50.45
2016-12-31 $3.4M 67k 50.42
2016-09-30 $1.8M 35k 50.79
2016-06-30 $1.2M 24k 50.95
2016-03-31 $1.2M 24k 50.78
2015-12-31 $1.2M 24k 50.45
2015-09-30 $702k 14k 50.81
2015-06-30 $701k 14k 50.74
2015-03-31 $602k 12k 50.74
2014-12-31 $600k 12k 50.57
2014-09-30 $606k 12k 50.56
2014-06-30 $601k 12k 50.65
2014-03-31 $606k 12k 50.58
2013-12-31 $600k 12k 50.57
2013-09-30 $600k 12k 50.57
2013-06-30 $599k 12k 50.48

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Internl Divid (SCHY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)

View all positions for Summit Asset Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres