Schwab Strategic Tr 0 shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 110k | 26.95 |
| 2025-06-30 | $2.9M | 110k | 26.68 |
| 2025-03-31 | $2.9M | 107k | 26.89 |
| 2024-12-31 | $2.4M | 95k | 25.83 |
| 2024-09-30 | $2.3M | 43k | 53.63 |
| 2024-06-30 | $2.1M | 41k | 52.01 |
| 2024-03-31 | $2.0M | 38k | 52.16 |
| 2023-09-30 | $287k | 5.7k | 50.49 |
| 2023-06-30 | $256k | 4.9k | 52.43 |
| 2023-03-31 | $235k | 4.4k | 53.61 |
| 2022-06-30 | $223k | 4.0k | 55.86 |
| 2022-03-31 | $257k | 4.2k | 60.60 |
| 2021-12-31 | $266k | 4.2k | 62.91 |
| 2021-09-30 | $240k | 3.8k | 62.53 |
| 2021-06-30 | $221k | 3.5k | 62.43 |
| 2021-03-31 | $221k | 3.6k | 61.03 |
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