Skip to content
Disclosery

Summit Asset Management, LLC: SCHY position timeline

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

Summit Asset Management, LLC held 600,081 SCHY 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 600,081 shares
    Change vs previous 13F -7,953 shares

    2.44% of the 13F portfolio, value $19,040,562.

    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 608,034 shares
    Change vs previous 13F +4,105 shares

    2.68% of the 13F portfolio, value $19,250,342.

    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 603,929 shares
    Change vs previous 13F -31,203 shares

    2.55% of the 13F portfolio, value $18,009,177.

    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 635,132 shares
    Change vs previous 13F -25,852 shares

    2.73% of the 13F portfolio, value $17,745,577.

    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 660,984 shares
    Change vs previous 13F +3,218 shares

    2.95% of the 13F portfolio, value $18,077,911.

    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 657,766 shares
    Change vs previous 13F -11,471 shares

    2.89% of the 13F portfolio, value $16,694,108.

    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 669,237 shares
    Change vs previous 13F -172,010 shares

    2.72% of the 13F portfolio, value $15,472,767.

    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 841,247 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $22,015,437.

    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).