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Summit Financial Strategies, Inc.: SCHB position timeline

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

Summit Financial Strategies, Inc. held 1,814,136 SCHB 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 1,814,136 shares
    Change vs previous 13F -511,949 shares

    3.69% of the 13F portfolio, value $53,172,337.

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

  2. period ended2026-06-30
    13F 2,326,085 shares
    Change vs previous 13F -346,030 shares

    4.73% of the 13F portfolio, value $67,363,435.

    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 2,672,115 shares
    Change vs previous 13F -510,921 shares

    5.29% of the 13F portfolio, value $67,070,085.

    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 3,183,036 shares
    Change vs previous 13F -359,116 shares

    6.86% of the 13F portfolio, value $83,491,032.

    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 3,542,152 shares
    Change vs previous 13F -154,753 shares

    7.81% of the 13F portfolio, value $91,068,721.

    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 3,696,905 shares
    Change vs previous 13F -185,656 shares

    8.15% of the 13F portfolio, value $88,097,236.

    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 3,882,561 shares
    Change vs previous 13F -170,518 shares

    8.43% of the 13F portfolio, value $83,591,529.

    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 4,053,079 shares
    Change vs previous 13F not available

    10.15% of the 13F portfolio, value $92,004,895.

    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).