Summit Place Financial Advisors »

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

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

Historical chart of Summit Place Financial Advisors 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 Place Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 61k 56.40
2023-09-30 $3.1M 61k 50.60
2023-06-30 $3.2M 62k 52.37
2023-03-31 $3.0M 61k 48.37
2022-12-31 $2.0M 45k 45.15
2022-09-30 $1.9M 44k 42.35
2022-06-30 $1.9M 42k 44.65
2022-03-31 $2.0M 38k 53.85
2021-12-31 $2.2M 19k 113.82
2021-09-30 $2.4M 23k 104.03
2021-06-30 $2.4M 23k 103.97
2021-03-31 $2.2M 24k 90.97
2020-12-31 $2.2M 24k 90.97
2020-09-30 $2.0M 25k 80.64
2020-06-30 $1.8M 24k 74.12
2020-03-31 $1.4M 23k 61.26
2019-12-31 $1.7M 22k 76.79