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

Summit Financial Strategies, Inc. currently holds 8.1K shares with a market value of $367.2K. It started holding SCHC on 2024-09-30. At its peak, it held 10.3K shares on 2024-12-31. Its highest holding value was $385.0K on 2024-09-30. At its lowest, it held 8.1K shares on 2025-09-30, with a value of $327.6K on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 1.1K. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 1.9K.