Schwab Strategic Tr us lrg cap etf shares owned by Summit Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $802k | 12k | 67.85 |
| 2024-06-30 | $760k | 12k | 64.25 |
| 2024-03-31 | $759k | 12k | 62.06 |
| 2023-12-31 | $690k | 12k | 56.40 |
| 2023-09-30 | $619k | 12k | 50.60 |
| 2023-06-30 | $667k | 13k | 52.37 |
| 2023-03-31 | $616k | 13k | 48.37 |
| 2022-12-31 | $633k | 14k | 45.15 |
| 2022-09-30 | $594k | 14k | 42.36 |
| 2022-06-30 | $626k | 14k | 44.64 |
| 2022-03-31 | $821k | 15k | 53.86 |
| 2021-12-31 | $919k | 8.1k | 113.79 |
| 2021-09-30 | $966k | 9.3k | 104.08 |
| 2021-06-30 | $999k | 9.6k | 103.92 |
| 2021-03-31 | $893k | 9.3k | 95.99 |
| 2020-12-31 | $846k | 9.3k | 90.94 |
| 2020-09-30 | $764k | 9.5k | 80.65 |
| 2020-06-30 | $712k | 9.6k | 74.14 |
| 2020-03-31 | $658k | 11k | 61.25 |
| 2019-12-31 | $825k | 11k | 76.79 |
| 2019-09-30 | $762k | 11k | 70.93 |
| 2019-06-30 | $754k | 11k | 70.19 |
| 2019-03-31 | $726k | 11k | 67.58 |
| 2018-12-31 | $641k | 11k | 59.67 |
| 2018-09-30 | $839k | 12k | 69.55 |
| 2018-06-30 | $784k | 12k | 64.99 |
| 2018-03-31 | $761k | 12k | 63.08 |
| 2017-12-31 | $769k | 12k | 63.74 |
| 2017-09-30 | $729k | 12k | 60.02 |
| 2017-06-30 | $702k | 12k | 57.80 |
| 2017-03-31 | $683k | 12k | 56.23 |
| 2016-12-31 | $647k | 12k | 53.27 |
| 2016-09-30 | $598k | 12k | 51.59 |
| 2016-06-30 | $577k | 12k | 49.78 |
| 2016-03-31 | $566k | 12k | 48.83 |
| 2015-12-31 | $563k | 12k | 48.57 |
| 2015-09-30 | $540k | 12k | 45.74 |
| 2015-06-30 | $582k | 12k | 49.34 |
| 2015-03-31 | $585k | 12k | 49.60 |
| 2014-12-31 | $579k | 12k | 49.09 |
| 2014-09-30 | $554k | 12k | 46.97 |
| 2014-06-30 | $552k | 12k | 46.80 |
| 2014-03-31 | $527k | 12k | 44.68 |
| 2013-12-31 | $520k | 12k | 44.09 |
| 2013-09-30 | $474k | 12k | 40.19 |
| 2013-06-30 | $450k | 12k | 38.15 |
| 2012-12-31 | $452k | 13k | 33.87 |
| 2012-09-30 | $460k | 13k | 34.21 |
| 2012-06-30 | $431k | 13k | 32.30 |
| 2012-03-31 | $447k | 13k | 33.50 |
| 2011-12-31 | $398k | 13k | 29.82 |
| 2011-09-30 | $365k | 14k | 26.88 |
| 2011-06-30 | $303k | 9.6k | 31.50 |
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