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

Summit Financial Strategies, Inc. currently holds 119.4K shares with a market value of $3.2M. It started holding SCHP on 2024-09-30. At its peak, it held 119.4K shares on 2026-03-31. Its highest holding value was $3.2M on 2026-03-31. 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 9.6K. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 12.4K.