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
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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 |
|---|---|---|---|
| 2025-03-31 | $260k | 11k | 23.18 |
| 2024-12-31 | $259k | 11k | 22.72 |
| 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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