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Summit Financial Wealth Advisors, LLC: SCHD position timeline

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

Summit Financial Wealth Advisors, LLC held 1,925,060 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,925,060 shares
    Change vs previous 13F +3,339 shares

    7.81% of the 13F portfolio, value $61,043,646.

    13F-HR 0001172661-26-002625 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,921,721 shares
    Change vs previous 13F -60,273 shares

    8.36% of the 13F portfolio, value $58,958,410.

    13F-HR 0001172661-26-002435 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,981,994 shares
    Change vs previous 13F -29,411 shares

    7.78% of the 13F portfolio, value $54,366,102.

    13F-HR 0001172661-26-000332 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,011,405 shares
    Change vs previous 13F +9,524 shares

    8.58% of the 13F portfolio, value $55,373,984.

    13F-HR 0001172661-25-004158 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,001,881 shares
    Change vs previous 13F +133,282 shares

    9.52% of the 13F portfolio, value $53,049,841.

    13F-HR 0001172661-25-004143 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,868,599 shares
    Change vs previous 13F +27,469 shares

    10.37% of the 13F portfolio, value $52,246,039.

    13F-HR 0001172661-25-001872 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,841,130 shares
    Change vs previous 13F +1,266,458 shares

    9.98% of the 13F portfolio, value $51,036,120.

    13F-HR 0001172661-25-000740 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 574,672 shares
    Change vs previous 13F not available

    9.11% of the 13F portfolio, value $48,577,023.

    13F-HR 0001172661-24-004611 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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