Summit Financial Wealth Advisors, LLC's ownership history for SCHM
Summit Financial Wealth Advisors, LLC currently holds 37.5K shares with a market value of $1.1M. It started holding SCHM on 2024-09-30. At its peak, it held 39.8K shares on 2024-12-31. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 11.8K shares on 2024-09-30, with a value of $923.9K on 2025-03-31. In the recent 180 days, Summit Financial Wealth Advisors, LLC has increased its shares by 780. In the recent year, Summit Financial Wealth Advisors, LLC has decreased its shares by 2.3K.
Summit Financial Wealth Advisors, LLC's ownership history for SCHM