SUMMIT WEALTH GROUP LLC / CO reported Schwab US Dividend Equity ETF (SCHD) in 3 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 5.56% in 2025 Q2. The latest visible filing shows SCHD at 1.70% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMMIT WEALTH GROUP LLC / CO's position in Schwab US Dividend Equity ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
SCHD was reported at 1.70% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2026 Q1 β sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
SUMMIT WEALTH GROUP LLC / CO reported SCHD across 3 quarterly 13F filings, from 2025 Q2 through 2026 Q1.
The largest reported portfolio weight for SCHD was 5.56% in 2025 Q2.
The most recent filing on this page is 2026 Q1, when SUMMIT WEALTH GROUP LLC / CO reported 526,337 shares, equal to 1.70% of portfolio, with an estimated market value of $16.1M.
The chart compares SUMMIT WEALTH GROUP LLC / CO's quarterly SCHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.