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

Summit Financial Strategies, Inc. currently holds 109.8K shares with a market value of $3.0M. It started holding SCHP on 2024-09-30. At its peak, it held 109.8K shares on 2025-09-30. Its highest holding value was $3.0M on 2025-09-30. At its lowest, it held 43.2K shares on 2024-09-30, with a value of $2.3M on 2024-09-30. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 2.8K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 66.6K.