Axis Wealth Partners, LLC's ownership history for SCHG

Axis Wealth Partners, LLC currently holds 11.5K shares with a market value of $335.7K. It started holding SCHG on 2024-12-31. At its peak, it held 12.5K shares on 2024-12-31. Its highest holding value was $380.8K on 2025-12-31. At its lowest, it held 11.5K shares on 2026-03-31, with a value of $301.5K on 2025-03-31. In the recent 180 days, Axis Wealth Partners, LLC has decreased its shares by 138. In the recent year, Axis Wealth Partners, LLC has decreased its shares by 515.