Summit Financial shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Summit Financial (SMMF) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Summit Financial
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Quarterly reported holdings in Summit Financial by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $978k | 32k | 30.69 |
| 2023-09-30 | $717k | 32k | 22.54 |
| 2023-06-30 | $657k | 32k | 20.66 |
| 2023-03-31 | $615k | 30k | 20.75 |
| 2022-12-31 | $754k | 30k | 24.89 |
| 2022-09-30 | $752k | 28k | 26.97 |
| 2022-06-30 | $775k | 28k | 27.78 |
| 2022-03-31 | $724k | 28k | 25.62 |
| 2021-12-31 | $776k | 28k | 27.48 |
| 2021-09-30 | $693k | 28k | 24.54 |
| 2021-06-30 | $622k | 28k | 22.02 |
| 2021-03-31 | $750k | 28k | 26.56 |
| 2020-12-31 | $597k | 27k | 22.10 |
| 2020-09-30 | $401k | 27k | 14.84 |
| 2020-06-30 | $464k | 28k | 16.49 |
| 2020-03-31 | $571k | 27k | 21.24 |
| 2019-12-31 | $714k | 26k | 27.12 |
| 2019-09-30 | $674k | 26k | 25.60 |
| 2019-06-30 | $707k | 26k | 26.85 |
| 2019-03-31 | $669k | 25k | 26.52 |
| 2018-12-31 | $561k | 29k | 19.33 |
| 2018-09-30 | $533k | 23k | 23.23 |
| 2018-06-30 | $616k | 23k | 26.85 |
| 2018-03-31 | $508k | 20k | 25.04 |
| 2017-12-31 | $535k | 20k | 26.37 |
| 2017-09-30 | $557k | 22k | 25.67 |
| 2017-06-30 | $478k | 22k | 22.03 |
| 2017-03-31 | $276k | 13k | 21.56 |
| 2016-12-31 | $353k | 13k | 27.58 |
| 2016-09-30 | $246k | 13k | 19.22 |
| 2016-06-30 | $224k | 13k | 17.50 |
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