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Disclosery

Summit Asset Management, LLC: SCHG position timeline

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

Summit Asset Management, LLC held 1,431,690 SCHG 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 1,431,690 shares
    Change vs previous 13F -12,284 shares

    6.21% of the 13F portfolio, value $48,448,380.

    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 1,443,974 shares
    Change vs previous 13F +44,950 shares

    5.85% of the 13F portfolio, value $42,062,973.

    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 1,399,024 shares
    Change vs previous 13F +9,699 shares

    6.46% of the 13F portfolio, value $45,636,158.

    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 1,389,325 shares
    Change vs previous 13F +14,745 shares

    6.82% of the 13F portfolio, value $44,333,364.

    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 1,374,580 shares
    Change vs previous 13F +4,653 shares

    6.54% of the 13F portfolio, value $40,151,481.

    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 1,369,927 shares
    Change vs previous 13F -2 shares

    5.94% of the 13F portfolio, value $34,302,967.

    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 1,369,929 shares
    Change vs previous 13F +1,041,538 shares

    6.71% of the 13F portfolio, value $38,179,914.

    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 328,391 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $34,211,756.

    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).