Schwab Strategic Tr us aggregate b shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 465k | 23.47 |
| 2025-06-30 | $11M | 479k | 23.24 |
| 2025-03-31 | $11M | 494k | 23.16 |
| 2024-12-31 | $11M | 489k | 22.70 |
| 2024-09-30 | $4.6M | 97k | 47.52 |
| 2024-06-30 | $4.6M | 101k | 45.58 |
| 2024-03-31 | $4.8M | 105k | 46.00 |
| 2023-09-30 | $4.2M | 95k | 44.23 |
| 2023-06-30 | $4.4M | 96k | 46.16 |
| 2023-03-31 | $4.4M | 95k | 46.91 |
| 2022-12-31 | $4.5M | 98k | 45.65 |
| 2022-09-30 | $4.9M | 107k | 45.31 |
| 2022-06-30 | $5.2M | 108k | 47.87 |
| 2022-03-31 | $6.0M | 118k | 50.57 |
| 2021-12-31 | $6.5M | 121k | 53.90 |
| 2021-09-30 | $6.4M | 119k | 54.26 |
| 2021-06-30 | $6.4M | 116k | 54.60 |
| 2021-03-31 | $5.3M | 98k | 53.95 |
| 2020-12-31 | $5.0M | 89k | 56.03 |
| 2020-09-30 | $4.8M | 86k | 56.08 |
| 2020-06-30 | $4.6M | 82k | 56.24 |
| 2020-03-31 | $4.3M | 80k | 54.27 |
| 2019-12-31 | $4.5M | 85k | 53.43 |
| 2019-09-30 | $4.5M | 83k | 53.85 |
| 2019-06-30 | $4.3M | 81k | 53.00 |
| 2019-03-31 | $4.0M | 77k | 51.88 |
| 2018-12-31 | $3.9M | 76k | 50.58 |
| 2018-09-30 | $3.6M | 71k | 50.25 |
| 2018-06-30 | $3.6M | 72k | 50.64 |
| 2018-03-31 | $3.4M | 67k | 51.03 |
| 2017-12-31 | $3.2M | 62k | 52.04 |
| 2017-09-30 | $3.0M | 58k | 52.35 |
| 2017-06-30 | $2.8M | 55k | 52.25 |
| 2017-03-31 | $2.9M | 55k | 51.79 |
| 2016-12-31 | $2.7M | 53k | 51.50 |
| 2016-09-30 | $2.8M | 53k | 53.66 |
| 2016-06-30 | $2.8M | 51k | 53.72 |
| 2016-03-31 | $2.6M | 50k | 52.83 |
| 2015-12-31 | $2.5M | 49k | 51.51 |
| 2015-09-30 | $2.5M | 48k | 52.14 |
| 2015-06-30 | $2.5M | 48k | 51.73 |
| 2015-03-31 | $2.6M | 49k | 52.92 |
| 2014-12-31 | $2.5M | 47k | 52.37 |
More positions owned by Summit Financial Strategies
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Top funds holding Schwab Strategic Tr us aggregate b
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