Summit Financial Strategies, Inc.: SCHM position timeline

Summit Financial Strategies, Inc. held 844,358 SCHM 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 844,358 shares

   Change vs previous 13F -286,983 shares

   1.99% of the 13F portfolio, value $28,725,073.

   13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
   Accepted 2026-10-14 19:47:39 UTC, ingested 2026-10-14 19:48:28 UTC

2. period ended2026-06-30

   13F 1,131,341 shares

   Change vs previous 13F -151,033 shares

   2.93% of the 13F portfolio, value $41,712,540.

   13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 1,282,374 shares

   Change vs previous 13F -286,160 shares

   3.13% of the 13F portfolio, value $39,702,302.

   13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 1,568,534 shares

   Change vs previous 13F -154,561 shares

   3.88% of the 13F portfolio, value $47,165,812.

   13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 1,723,095 shares

   Change vs previous 13F -90,220 shares

   4.38% of the 13F portfolio, value $51,072,528.

   13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 1,813,315 shares

   Change vs previous 13F -73,369 shares

   4.71% of the 13F portfolio, value $50,863,478.

   13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 1,886,684 shares

   Change vs previous 13F -53,314 shares

   4.99% of the 13F portfolio, value $49,431,114.

   13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 1,939,998 shares

   Change vs previous 13F not available

   5.93% of the 13F portfolio, value $53,757,337.

   13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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