Heartwood Wealth Advisors LLC's ownership history for SCHE

Heartwood Wealth Advisors LLC currently holds 1.5M shares with a market value of $51.4M. It started holding SCHE on 2024-09-30. At its peak, it held 1.5M shares on 2025-09-30. Its highest holding value was $51.4M on 2025-09-30. At its lowest, it held 1.5M shares on 2024-09-30, with a value of $40.3M on 2024-12-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 17.4K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 40.0K.