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Schwab Strategic Tr us aggregate b shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 5.7k 47.54
2024-06-30 $273k 6.0k 45.52
2023-06-30 $405k 8.8k 46.15
2023-03-31 $10k 458k 0.02

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
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Apple (AAPL)

View all positions for Summit Wealth Group

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b