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Schwab Strategic Tr intrm trm shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 4.5k 50.67
2024-06-30 $221k 4.5k 48.69
2023-03-31 $2.0k 87k 0.02

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View all positions for Summit Wealth Group

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Bank of America Corporation
Stifel Financial
Cornerstone Wealth Advisors
Pacific Sage Partners
Jane Street
Resonant Capital Advisors
Crane Advisory
Wealth Enhancement Advisory Services
State Street Corporation
West Coast Financial
Jpmorgan Chase & Co
Foster & Motley

View all funds holding Schwab Strategic Tr intrm trm