Summit Financial Strategies, Inc.'s ownership history for SCHA

Summit Financial Strategies, Inc. currently holds 998.8K shares with a market value of $27.9M. It started holding SCHA on 2024-09-30. At its peak, it held 1.1M shares on 2024-12-31. Its highest holding value was $28.4M on 2024-09-30. At its lowest, it held 552.0K shares on 2024-09-30, with a value of $24.8M on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 58.7K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 446.8K.