Skip to content
Disclosery

Summit Financial Strategies, Inc.: SCHF position timeline

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

Summit Financial Strategies, Inc. held 142,847 SCHF 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 142,847 shares
    Change vs previous 13F -27,012 shares

    0.27% of the 13F portfolio, value $3,924,013.

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

  2. period ended2026-06-30
    13F 169,859 shares
    Change vs previous 13F -29,312 shares

    0.33% of the 13F portfolio, value $4,705,102.

    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 199,171 shares
    Change vs previous 13F -25,507 shares

    0.39% of the 13F portfolio, value $4,929,489.

    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 224,678 shares
    Change vs previous 13F -43,280 shares

    0.44% of the 13F portfolio, value $5,401,260.

    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 267,958 shares
    Change vs previous 13F -4,807 shares

    0.53% of the 13F portfolio, value $6,238,057.

    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 272,765 shares
    Change vs previous 13F -14,124 shares

    0.56% of the 13F portfolio, value $6,028,101.

    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 286,889 shares
    Change vs previous 13F -7,540 shares

    0.57% of the 13F portfolio, value $5,674,660.

    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 294,429 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,446,935.

    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).