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Schwab Strategic Tr long term us shares owned by Summit Financial

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr long term us by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 82k 32.31

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
Mirae Asset Global Investments
LPL Financial
Mml Investors Services
Carolina Wealth Advisors
Goldman Sachs Group
Werba Rubin Papier Wealth Management
Toroso Investments
SFMG Wealth Advisors
Jpmorgan Chase & Co
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Beacon Bridge Wealth Partners
Park Avenue Securities

View all funds holding Schwab Strategic Tr long term us