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Summit Financial Strategies, Inc.: SCHX position timeline

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

Summit Financial Strategies, Inc. held 158,689 SCHX 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 158,689 shares
    Change vs previous 13F -1,644 shares

    0.33% of the 13F portfolio, value $4,760,680.

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

  2. period ended2026-06-30
    13F 160,333 shares
    Change vs previous 13F +1,839 shares

    0.33% of the 13F portfolio, value $4,718,589.

    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 158,494 shares
    Change vs previous 13F +276 shares

    0.32% of the 13F portfolio, value $4,063,776.

    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 158,218 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $4,257,636.

    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 158,218 shares
    Change vs previous 13F +65 shares

    0.36% of the 13F portfolio, value $4,167,452.

    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 158,153 shares
    Change vs previous 13F -483 shares

    0.36% of the 13F portfolio, value $3,865,261.

    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 158,636 shares
    Change vs previous 13F -299 shares

    0.35% of the 13F portfolio, value $3,502,685.

    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 158,935 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,684,115.

    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).