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

Summit Financial Strategies, Inc. currently holds 465.3K shares with a market value of $10.9M. It started holding SCHZ on 2024-09-30. At its peak, it held 493.8K shares on 2025-03-31. Its highest holding value was $11.4M on 2025-03-31. At its lowest, it held 97.2K shares on 2024-09-30, with a value of $4.6M on 2024-09-30. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 28.5K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 368.1K.