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Schwab Strategic Tr us lrg cap etf shares owned by Summit Financial Consulting

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Summit Financial Consulting from 13F filings

Historical chart of Summit Financial Consulting investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Summit Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 251k 26.34
2025-03-31 $5.5M 251k 22.08

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Energy Etf (IYE)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Summit Financial Consulting

Top funds holding Schwab Strategic Tr us lrg cap etf

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HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf