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Summit Financial Strategies, Inc.: SCHP position timeline

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

Summit Financial Strategies, Inc. held 117,432 SCHP 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 117,432 shares
    Change vs previous 13F -3,049 shares

    0.2% of the 13F portfolio, value $2,951,066.

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

  2. period ended2026-06-30
    13F 120,481 shares
    Change vs previous 13F +1,126 shares

    0.22% of the 13F portfolio, value $3,192,747.

    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 119,355 shares
    Change vs previous 13F +4,297 shares

    0.25% of the 13F portfolio, value $3,176,037.

    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 115,058 shares
    Change vs previous 13F +5,261 shares

    0.25% of the 13F portfolio, value $3,047,886.

    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 109,797 shares
    Change vs previous 13F +145 shares

    0.25% of the 13F portfolio, value $2,959,029.

    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 109,652 shares
    Change vs previous 13F +2,659 shares

    0.27% of the 13F portfolio, value $2,925,515.

    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 106,993 shares
    Change vs previous 13F +12,310 shares

    0.29% of the 13F portfolio, value $2,877,042.

    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 94,683 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,445,662.

    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).