Schwab Strategic Tr shares owned by Summit Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 841k | 26.17 |
| 2024-06-30 | $20M | 828k | 23.57 |
| 2024-03-31 | $19M | 792k | 24.26 |
| 2023-12-31 | $18M | 742k | 24.59 |
| 2023-09-30 | $16M | 706k | 23.00 |
| 2023-06-30 | $17M | 698k | 23.94 |
| 2023-03-31 | $16M | 678k | 23.63 |
| 2022-12-31 | $14M | 627k | 22.42 |
| 2022-09-30 | $11M | 551k | 20.01 |
| 2022-06-30 | $12M | 519k | 22.49 |
| 2022-03-31 | $1.5M | 58k | 25.69 |
| 2021-12-31 | $1.1M | 44k | 25.65 |
| 2021-09-30 | $1.0M | 41k | 24.89 |
| 2021-06-30 | $939k | 37k | 25.70 |