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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Global Tech Etf (IXN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Apple (AAPL)

View all positions for Summit Wealth Group

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Management
Empower Advisory Group
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
Lincoln National
Jasper Ridge Partners
Alliancebernstein
HPM Partners
Nepc
Central Trust & Investment
Goldman Sachs Group
Alesco Advisors
ARGI Investment Services

View all funds holding Schwab Strategic Tr 0