Aletheian Wealth Advisors LLC's ownership history for SCHZ

Aletheian Wealth Advisors LLC currently holds 36.2K shares with a market value of $840.2K. It started holding SCHZ on 2024-09-30. At its peak, it held 36.2K shares on 2025-03-31. Its highest holding value was $859.7K on 2024-09-30. At its lowest, it held 18.1K shares on 2024-09-30, with a value of $821.4K on 2024-12-31. In the recent 180 days, Aletheian Wealth Advisors LLC has increased its shares by 3. In the recent year, Aletheian Wealth Advisors LLC has increased its shares by 0.