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

Summit Financial Strategies, Inc. currently holds 26.8K shares with a market value of $856.7K. It started holding SCHG on 2024-09-30. At its peak, it held 34.5K shares on 2024-12-31. Its highest holding value was $962.7K on 2024-12-31. At its lowest, it held 8.6K shares on 2024-09-30, with a value of $728.2K on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 2.2K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 18.2K.