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

Summit Financial Strategies, Inc. currently holds 158.2K shares with a market value of $4.2M. It started holding SCHX on 2024-09-30. At its peak, it held 158.9K shares on 2024-12-31. Its highest holding value was $4.2M on 2025-09-30. At its lowest, it held 53.5K shares on 2024-09-30, with a value of $3.5M on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 418. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 104.7K.