Summit Financial, LLC's ownership history for SCHX

Summit Financial, LLC currently holds 523.5K shares with a market value of $13.8M. It started holding SCHX on 2024-09-30. At its peak, it held 523.5K shares on 2025-09-30. Its highest holding value was $13.8M on 2025-09-30. At its lowest, it held 62.5K shares on 2024-09-30, with a value of $4.2M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 102.5K. In the recent year, Summit Financial, LLC has increased its shares by 461.0K.