Summit Financial Strategies, Inc. Buys Packaging Corp of America, Apple Inc, Intel Corp, Sells Vanguard Small-Cap Growth ETF, Walmart Inc, Verizon Communications Inc

• New Purchases: PKG, INTC, JNJ, AMGN, AMAT, SCHE, CAT, USB,
• Added Positions: SCHB, AAPL, SCHM, SCHX, SCHA, HBAN, JPM, VOO, SCHZ, LANC, XOM, MRK, VUG, ABBV, AGG,
• Reduced Positions: IVV, EFA, BRK.B, IJH, IJR, MMM, T, MO, TXN, LMT, ICF, IWF, VTIP, ABT,
• Sold Out: VBK, WMT, VZ, WOR, VTV, VPU, PM,

For the details of Summit Financial Strategies, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/summit+financial+strategies%2C+inc./current-portfolio/portfolio

1. Schwab U.S. Broad MarketETF (SCHB) - 481,314 shares, 18.19% of the total portfolio. Shares added by 2.39%
2. iShares Core S&P 500 ETF (IVV) - 109,465 shares, 17.39% of the total portfolio. Shares reduced by 2.37%
3. iShares Core S&P Mid-Cap ETF (IJH) - 102,247 shares, 10.35% of the total portfolio. Shares reduced by 1.02%
4. Schwab U.S. Mid-Cap ETF (SCHM) - 267,470 shares, 7.91% of the total portfolio. Shares added by 2.15%
5. Schwab International Equity ETF (SCHF) - 418,040 shares, 6.91% of the total portfolio. Shares added by 0.51%

Summit Financial Strategies, Inc. initiated holding in Packaging Corp of America. The purchase prices were between $102.14 and $113.9, with an estimated average price of $110.52. The stock is now traded at around $103.03. The impact to a portfolio due to this purchase was 1.89%. The holding were 34,293 shares as of .

Summit Financial Strategies, Inc. initiated holding in Intel Corp. The purchase prices were between $49.39 and $60.08, with an estimated average price of $56.13. The stock is now traded at around $67.35. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,289 shares as of .

Summit Financial Strategies, Inc. initiated holding in Johnson & Johnson. The purchase prices were between $127.5 and $146.44, with an estimated average price of $135.91. The stock is now traded at around $152.15. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,518 shares as of .

Summit Financial Strategies, Inc. initiated holding in Amgen Inc. The purchase prices were between $189.21 and $243.2, with an estimated average price of $221.4. The stock is now traded at around $228.91. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,430 shares as of .

Summit Financial Strategies, Inc. initiated holding in Applied Materials Inc. The purchase prices were between $49.31 and $62.35, with an estimated average price of $56.41. The stock is now traded at around $64.09. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,557 shares as of .

Summit Financial Strategies, Inc. initiated holding in Schwab Emerging Markets Equity ETF. The purchase prices were between $24.83 and $27.51, with an estimated average price of $26.39. The stock is now traded at around $26.89. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,896 shares as of .

Summit Financial Strategies, Inc. added to a holding in Apple Inc by 22.38%. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $320.78. The impact to a portfolio due to this purchase was 0.2%. The holding were 7,534 shares as of .

Summit Financial Strategies, Inc. added to a holding in Schwab U.S. Large-Cap ETF by 50.41%. The purchase prices were between $68.85 and $77.08, with an estimated average price of $73.67. The stock is now traded at around $80.20. The impact to a portfolio due to this purchase was 0.15%. The holding were 11,974 shares as of .

Summit Financial Strategies, Inc. added to a holding in Huntington Bancshares Inc by 92.80%. The purchase prices were between $13.5 and $15.6, with an estimated average price of $14.69. The stock is now traded at around $14.08. The impact to a portfolio due to this purchase was 0.11%. The holding were 31,372 shares as of .

Summit Financial Strategies, Inc. added to a holding in JPMorgan Chase & Co by 52.14%. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $138.29. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,765 shares as of .

Summit Financial Strategies, Inc. added to a holding in Vanguard S&P 500 ETF by 54.12%. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $308.16. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,982 shares as of .

Summit Financial Strategies, Inc. added to a holding in Lancaster Colony Corp by 24.32%. The purchase prices were between $135.03 and $164.08, with an estimated average price of $151.01. The stock is now traded at around $154.35. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,694 shares as of .

Summit Financial Strategies, Inc. sold out a holding in Vanguard Small-Cap Growth ETF. The sale prices were between $177.24 and $199.81, with an estimated average price of $190.18.

Summit Financial Strategies, Inc. sold out a holding in Walmart Inc. The sale prices were between $116.12 and $121.28, with an estimated average price of $119.15.

Summit Financial Strategies, Inc. sold out a holding in Verizon Communications Inc. The sale prices were between $58.91 and $62.07, with an estimated average price of $60.34.

Summit Financial Strategies, Inc. sold out a holding in Worthington Industries Inc. The sale prices were between $34.31 and $44.02, with an estimated average price of $38.2.

Summit Financial Strategies, Inc. sold out a holding in Vanguard Value ETF. The sale prices were between $107.9 and $120.77, with an estimated average price of $115.63.

Summit Financial Strategies, Inc. sold out a holding in Vanguard Utilities Index Fund. The sale prices were between $136.01 and $143.77, with an estimated average price of $140.6.