Schwab Strategic Tr 0 shares owned by Summit Financial
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 302k | 26.95 |
| 2025-06-30 | $8.0M | 300k | 26.68 |
| 2025-03-31 | $7.9M | 295k | 26.89 |
| 2024-12-31 | $7.7M | 297k | 25.83 |
| 2024-09-30 | $5.6M | 104k | 53.63 |
| 2024-06-30 | $1.1M | 21k | 52.01 |
| 2024-03-31 | $884k | 17k | 52.16 |
| 2023-12-31 | $984k | 19k | 52.20 |
| 2023-09-30 | $1.5M | 30k | 50.49 |
| 2023-06-30 | $1.6M | 30k | 52.43 |
| 2023-03-31 | $238k | 4.4k | 53.61 |
| 2022-12-31 | $230k | 4.4k | 51.79 |
| 2022-09-30 | $274k | 5.3k | 51.80 |
| 2022-06-30 | $295k | 5.3k | 55.80 |