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Disclosery

Summit Financial, LLC: SCHW position timeline

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

Summit Financial, LLC held 37,802 SCHW 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 37,802 shares
    Change vs previous 13F -77 shares

    0.04% of the 13F portfolio, value $3,487,968.

    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 37,879 shares
    Change vs previous 13F -255 shares

    0.05% of the 13F portfolio, value $3,559,830.

    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 38,134 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $3,809,953.

    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 38,034 shares
    Change vs previous 13F +2,457 shares

    0.06% of the 13F portfolio, value $3,631,131.

    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 35,577 shares
    Change vs previous 13F +979 shares

    0.07% of the 13F portfolio, value $3,246,023.

    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 34,598 shares
    Change vs previous 13F -837 shares

    0.08% of the 13F portfolio, value $2,708,355.

    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 35,435 shares
    Change vs previous 13F +3,828 shares

    0.09% of the 13F portfolio, value $2,622,534.

    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 31,607 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,048,439.

    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).