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Disclosery

Summit Financial Strategies, Inc.: SCHZ position timeline

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

Summit Financial Strategies, Inc. held 136,339 SCHZ 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 136,339 shares
    Change vs previous 13F -142,922 shares

    0.21% of the 13F portfolio, value $3,013,085.

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

  2. period ended2026-06-30
    13F 279,261 shares
    Change vs previous 13F -49,407 shares

    0.45% of the 13F portfolio, value $6,459,299.

    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 328,668 shares
    Change vs previous 13F -85,755 shares

    0.6% of the 13F portfolio, value $7,631,665.

    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 414,423 shares
    Change vs previous 13F -50,855 shares

    0.8% of the 13F portfolio, value $9,685,058.

    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 465,278 shares
    Change vs previous 13F -13,464 shares

    0.94% of the 13F portfolio, value $10,920,067.

    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 478,742 shares
    Change vs previous 13F -15,035 shares

    1.03% of the 13F portfolio, value $11,125,957.

    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 493,777 shares
    Change vs previous 13F +5,317 shares

    1.15% of the 13F portfolio, value $11,435,868.

    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 488,460 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $11,088,033.

    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).