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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
2024-09-30 $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

More positions owned by Summit Wealth Group

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

View all positions for Summit Wealth Group

Top funds holding Schwab Strategic Tr 0

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

View all funds holding Schwab Strategic Tr 0