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

Summit Financial Strategies, Inc. currently holds 1.7M shares with a market value of $51.1M. It started holding SCHM on 2024-09-30. At its peak, it held 1.9M shares on 2024-12-31. Its highest holding value was $54.7M on 2024-09-30. At its lowest, it held 657.8K shares on 2024-09-30, with a value of $49.4M on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 163.6K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 1.1M.