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Disclosery

Summit Financial Strategies, Inc.: SCHA position timeline

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

Summit Financial Strategies, Inc. held 457,428 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 457,428 shares
    Change vs previous 13F -177,559 shares

    1.03% of the 13F portfolio, value $14,925,872.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 634,987 shares
    Change vs previous 13F -105,776 shares

    1.61% of the 13F portfolio, value $22,942,081.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 740,763 shares
    Change vs previous 13F -172,061 shares

    1.7% of the 13F portfolio, value $21,541,393.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 912,824 shares
    Change vs previous 13F -85,974 shares

    2.14% of the 13F portfolio, value $25,997,233.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 998,798 shares
    Change vs previous 13F -31,452 shares

    2.39% of the 13F portfolio, value $27,866,466.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,030,250 shares
    Change vs previous 13F -27,264 shares

    2.41% of the 13F portfolio, value $26,065,316.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,057,514 shares
    Change vs previous 13F -36,732 shares

    2.5% of the 13F portfolio, value $24,777,545.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,094,246 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $28,297,200.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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