Schwab Strategic Tr cmn shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 1.7M | 29.11 |
| 2025-06-30 | $46M | 1.6M | 27.67 |
| 2025-03-31 | $44M | 1.6M | 26.58 |
| 2024-12-31 | $42M | 1.6M | 26.07 |
| 2024-09-30 | $43M | 540k | 80.37 |
| 2024-06-30 | $39M | 522k | 74.08 |
| 2024-03-31 | $38M | 506k | 75.98 |
| 2023-12-31 | $34M | 481k | 70.10 |
| 2023-09-30 | $29M | 453k | 64.46 |
| 2023-06-30 | $29M | 429k | 67.09 |
| 2023-03-31 | $29M | 437k | 65.58 |
| 2022-12-31 | $27M | 404k | 66.02 |
| 2022-09-30 | $15M | 255k | 58.51 |
| 2022-06-30 | $16M | 250k | 62.42 |
| 2022-03-31 | $18M | 245k | 71.39 |
| 2021-12-31 | $19M | 259k | 73.22 |
| 2021-09-30 | $16M | 239k | 67.48 |
| 2021-06-30 | $15M | 220k | 68.37 |
| 2021-03-31 | $15M | 222k | 65.28 |
| 2020-12-31 | $12M | 201k | 59.53 |
| 2020-09-30 | $10M | 198k | 52.19 |
| 2020-06-30 | $9.7M | 194k | 50.11 |
| 2020-03-31 | $8.7M | 196k | 44.27 |
| 2019-12-31 | $14M | 234k | 60.12 |
| 2019-09-30 | $13M | 228k | 56.73 |
| 2019-06-30 | $13M | 224k | 56.14 |
| 2019-03-31 | $12M | 222k | 54.75 |
| 2018-12-31 | $11M | 230k | 49.29 |
More positions owned by Summit Wealth & Retirement Planning
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