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Disclosery

Summit Financial Strategies, Inc.: SCHE position timeline

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

Summit Financial Strategies, Inc. held 9,153 SCHE 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 9,153 shares
    Change vs previous 13F -2,666 shares

    0.02% of the 13F portfolio, value $333,627.

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

  2. period ended2026-06-30
    13F 11,819 shares
    Change vs previous 13F -12,258 shares

    0.03% of the 13F portfolio, value $428,557.

    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 24,077 shares
    Change vs previous 13F +10,964 shares

    0.06% of the 13F portfolio, value $793,337.

    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 13,113 shares
    Change vs previous 13F -230 shares

    0.04% of the 13F portfolio, value $429,451.

    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 13,343 shares
    Change vs previous 13F -517 shares

    0.04% of the 13F portfolio, value $445,256.

    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 13,860 shares
    Change vs previous 13F -313 shares

    0.04% of the 13F portfolio, value $417,740.

    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 14,173 shares
    Change vs previous 13F -93 shares

    0.04% of the 13F portfolio, value $390,750.

    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 14,266 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $379,904.

    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).