Schwab Strategic Tr us lrg cap etf shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies 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 Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 54k | 67.85 |
| 2024-06-30 | $3.8M | 59k | 64.25 |
| 2024-03-31 | $3.6M | 59k | 62.06 |
| 2023-09-30 | $3.0M | 59k | 50.60 |
| 2023-06-30 | $3.1M | 60k | 52.37 |
| 2023-03-31 | $3.0M | 63k | 48.37 |
| 2022-12-31 | $2.8M | 63k | 45.15 |
| 2022-09-30 | $2.7M | 65k | 42.35 |
| 2022-06-30 | $2.9M | 65k | 44.66 |
| 2022-03-31 | $3.6M | 66k | 53.86 |
| 2021-12-31 | $3.7M | 33k | 113.82 |
| 2021-09-30 | $3.4M | 33k | 104.04 |
| 2021-06-30 | $3.4M | 33k | 103.97 |
| 2021-03-31 | $2.0M | 24k | 83.16 |
| 2020-12-31 | $2.1M | 24k | 90.96 |
| 2020-09-30 | $2.1M | 26k | 80.65 |
| 2020-06-30 | $1.9M | 26k | 74.08 |
| 2020-03-31 | $1.1M | 18k | 61.26 |
| 2019-12-31 | $920k | 12k | 76.83 |
| 2019-09-30 | $565k | 8.0k | 70.97 |
| 2019-06-30 | $559k | 8.0k | 70.22 |
| 2019-03-31 | $578k | 9.1k | 63.66 |
| 2018-12-31 | $1.1M | 19k | 59.71 |
| 2015-12-31 | $651k | 13k | 48.60 |
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