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Disclosery

Summit Financial, LLC: SCHX position timeline

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

Summit Financial, LLC held 934,822 SCHX 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 934,822 shares
    Change vs previous 13F +166,546 shares

    0.3% of the 13F portfolio, value $27,511,810.

    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 768,276 shares
    Change vs previous 13F +142,076 shares

    0.25% of the 13F portfolio, value $19,698,600.

    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 626,200 shares
    Change vs previous 13F +102,697 shares

    0.25% of the 13F portfolio, value $16,851,029.

    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 523,503 shares
    Change vs previous 13F +48,687 shares

    0.21% of the 13F portfolio, value $13,789,075.

    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 474,816 shares
    Change vs previous 13F +53,804 shares

    0.26% of the 13F portfolio, value $11,604,508.

    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 421,012 shares
    Change vs previous 13F +151,410 shares

    0.26% of the 13F portfolio, value $9,295,940.

    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 269,602 shares
    Change vs previous 13F +207,118 shares

    0.22% of the 13F portfolio, value $6,249,384.

    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 62,484 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,239,514.

    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).