Schwab Strategic Tr us lrg cap etf shares owned by Summit Investment Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Summit Investment Advisory Services
from 13F filings
Historical chart of Summit Investment Advisory Services 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 Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $289k | 11k | 25.64 |
| 2025-12-31 | $304k | 11k | 26.91 |
| 2025-09-30 | $276k | 11k | 24.44 |
| 2025-06-30 | $276k | 11k | 24.44 |
| 2025-03-31 | $249k | 11k | 22.08 |
| 2024-12-31 | $350k | 15k | 23.18 |
| 2024-09-30 | $342k | 5.0k | 67.85 |
| 2024-03-31 | $233k | 3.8k | 62.06 |
| 2023-12-31 | $212k | 3.8k | 56.40 |
More positions owned by Summit Investment Advisory Services
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