Schwab Strategic Tr cmn shares owned by Summit Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 1.1M | 29.11 |
| 2025-06-30 | $30M | 1.1M | 27.67 |
| 2025-03-31 | $28M | 1.0M | 26.58 |
| 2024-12-31 | $27M | 1.0M | 26.07 |
| 2024-09-30 | $22M | 276k | 80.37 |
| 2024-06-30 | $20M | 270k | 74.08 |
| 2024-03-31 | $20M | 261k | 75.98 |
| 2023-12-31 | $18M | 253k | 70.10 |
| 2023-09-30 | $16M | 251k | 64.46 |
| 2023-06-30 | $17M | 250k | 67.09 |
| 2023-03-31 | $16M | 249k | 65.58 |
| 2022-12-31 | $17M | 253k | 66.02 |
| 2022-09-30 | $15M | 256k | 58.51 |
| 2022-06-30 | $16M | 262k | 62.42 |
| 2022-03-31 | $20M | 274k | 71.39 |
| 2021-12-31 | $20M | 267k | 73.22 |
| 2021-09-30 | $18M | 263k | 67.48 |
| 2021-06-30 | $18M | 261k | 68.37 |
| 2021-03-31 | $17M | 255k | 65.28 |
| 2020-12-31 | $15M | 251k | 59.53 |
| 2020-09-30 | $13M | 250k | 52.19 |
| 2020-06-30 | $13M | 250k | 50.11 |
| 2020-03-31 | $11M | 248k | 44.27 |
| 2019-12-31 | $15M | 246k | 60.12 |
| 2019-09-30 | $14M | 248k | 56.73 |
| 2019-06-30 | $14M | 245k | 56.14 |
| 2019-03-31 | $13M | 241k | 54.74 |
| 2018-12-31 | $12M | 238k | 49.29 |
| 2018-09-30 | $13M | 239k | 56.08 |
| 2018-06-30 | $13M | 245k | 53.12 |
| 2018-03-31 | $13M | 249k | 52.84 |
| 2017-12-31 | $13M | 245k | 54.67 |
| 2017-09-30 | $13M | 254k | 51.82 |
| 2017-06-30 | $13M | 252k | 50.20 |
| 2017-03-31 | $13M | 253k | 49.68 |
| 2016-12-31 | $12M | 250k | 48.09 |
| 2016-09-30 | $11M | 239k | 45.56 |
| 2016-06-30 | $11M | 243k | 44.79 |
| 2016-03-31 | $11M | 243k | 43.20 |
| 2015-12-31 | $10M | 238k | 42.44 |
| 2015-09-30 | $8.9M | 222k | 39.82 |
| 2015-06-30 | $9.2M | 215k | 43.03 |
| 2015-03-31 | $9.5M | 220k | 43.27 |
| 2014-12-31 | $10M | 232k | 44.10 |
| 2014-09-30 | $9.9M | 232k | 42.64 |
| 2014-06-30 | $9.9M | 230k | 42.83 |
| 2014-03-31 | $9.4M | 229k | 41.21 |
| 2013-12-31 | $9.5M | 234k | 40.73 |
| 2013-09-30 | $8.9M | 238k | 37.30 |
| 2013-06-30 | $8.9M | 247k | 36.20 |
| 2012-12-31 | $8.0M | 250k | 31.83 |
| 2012-09-30 | $8.3M | 260k | 31.96 |
| 2012-06-30 | $8.2M | 269k | 30.42 |
| 2012-03-31 | $8.2M | 262k | 31.18 |