Schwab Strategic Tr cmn shares owned by Summit Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 62k | 80.37 |
| 2024-06-30 | $4.9M | 65k | 74.52 |
| 2024-03-31 | $1.3M | 17k | 75.98 |
| 2023-12-31 | $4.4M | 62k | 70.10 |
| 2023-09-30 | $4.0M | 63k | 64.46 |
| 2023-06-30 | $4.2M | 63k | 67.09 |
| 2023-03-31 | $4.1M | 62k | 65.58 |
| 2022-12-31 | $4.0M | 61k | 66.02 |
| 2022-09-30 | $3.7M | 63k | 58.51 |
| 2022-06-30 | $3.9M | 62k | 62.42 |
| 2022-03-31 | $4.6M | 64k | 71.39 |
| 2021-12-31 | $4.8M | 65k | 73.23 |
| 2021-09-30 | $4.4M | 66k | 67.48 |
| 2021-06-30 | $3.8M | 56k | 68.37 |
| 2021-03-31 | $3.5M | 54k | 65.28 |
| 2020-12-31 | $3.2M | 54k | 59.53 |
| 2020-09-30 | $1.9M | 36k | 52.19 |
| 2020-06-30 | $1.1M | 21k | 50.11 |
| 2019-03-31 | $411k | 7.5k | 54.74 |