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Disclosery

Summit Financial, LLC: SCHG position timeline

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

Summit Financial, LLC held 977,847 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 977,847 shares
    Change vs previous 13F +39,481 shares

    0.36% of the 13F portfolio, value $33,090,347.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 938,366 shares
    Change vs previous 13F +145,401 shares

    0.35% of the 13F portfolio, value $27,334,613.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 792,965 shares
    Change vs previous 13F +56,170 shares

    0.38% of the 13F portfolio, value $25,866,521.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 736,795 shares
    Change vs previous 13F +228,134 shares

    0.36% of the 13F portfolio, value $23,511,144.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 508,661 shares
    Change vs previous 13F +209,850 shares

    0.34% of the 13F portfolio, value $14,857,977.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 298,811 shares
    Change vs previous 13F +56,691 shares

    0.21% of the 13F portfolio, value $7,482,229.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 242,120 shares
    Change vs previous 13F +192,506 shares

    0.24% of the 13F portfolio, value $6,747,888.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 49,614 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,168,812.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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