Schwab Strategic Tr 0 shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 158k | 26.95 |
| 2025-06-30 | $4.2M | 156k | 26.68 |
| 2025-03-31 | $6.9M | 255k | 26.89 |
| 2024-12-31 | $7.1M | 275k | 25.83 |
| 2024-09-30 | $7.1M | 132k | 53.63 |
| 2024-06-30 | $6.2M | 120k | 52.01 |
| 2023-06-30 | $5.5M | 105k | 52.43 |
| 2023-03-31 | $102k | 5.5M | 0.02 |
| 2020-12-31 | $3.6M | 57k | 62.08 |