Schwab Strategic Tr shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $5.0k | 198 | 25.40 |
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