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Disclosery

Summit Asset Management, LLC: SCHF position timeline

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

Summit Asset Management, LLC held 1,607,026 SCHF 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 1,607,026 shares
    Change vs previous 13F -11,870 shares

    5.7% of the 13F portfolio, value $44,514,626.

    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 1,618,896 shares
    Change vs previous 13F +26,926 shares

    5.57% of the 13F portfolio, value $40,067,686.

    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 1,591,970 shares
    Change vs previous 13F +11,645 shares

    5.42% of the 13F portfolio, value $38,270,962.

    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 1,580,325 shares
    Change vs previous 13F +8,150 shares

    5.66% of the 13F portfolio, value $36,789,961.

    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 1,572,175 shares
    Change vs previous 13F +24,340 shares

    5.66% of the 13F portfolio, value $34,745,063.

    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 1,547,835 shares
    Change vs previous 13F +36,982 shares

    5.3% of the 13F portfolio, value $30,616,184.

    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 1,510,853 shares
    Change vs previous 13F +693,657 shares

    4.91% of the 13F portfolio, value $27,950,788.

    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 817,196 shares
    Change vs previous 13F not available

    6.31% of the 13F portfolio, value $33,603,103.

    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).