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Summit Asset Management, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Asset Management, LLC on SCHD, newest first. How the timeline and the estimate are built.

Summit Asset Management, LLC held 2,068,062 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,068,062 shares
    Change vs previous 13F +7,658 shares

    8.4% of the 13F portfolio, value $65,578,239.

    13F-HR 0001398344-26-013632 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,060,404 shares
    Change vs previous 13F +23,863 shares

    8.79% of the 13F portfolio, value $63,213,185.

    13F-HR 0001398344-26-008718 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,036,541 shares
    Change vs previous 13F +57,502 shares

    7.9% of the 13F portfolio, value $55,862,315.

    13F-HR 0001398344-26-002477 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,979,039 shares
    Change vs previous 13F +5,138 shares

    8.31% of the 13F portfolio, value $54,027,754.

    13F-HR 0001398344-25-020413 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,973,901 shares
    Change vs previous 13F +13,565 shares

    8.52% of the 13F portfolio, value $52,308,377.

    13F-HR 0001398344-25-014658 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,960,336 shares
    Change vs previous 13F +14,357 shares

    9.49% of the 13F portfolio, value $54,810,992.

    13F-HR 0001398344-25-008723 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,945,979 shares
    Change vs previous 13F +1,331,581 shares

    9.34% of the 13F portfolio, value $53,164,142.

    13F-HR 0001398344-25-001793 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 614,398 shares
    Change vs previous 13F not available

    9.75% of the 13F portfolio, value $51,935,031.

    13F-HR 0001398344-24-020030 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).