Heartwood Wealth Advisors LLC's ownership history for SCHF

Heartwood Wealth Advisors LLC currently holds 56.0K shares with a market value of $1.3M. It started holding SCHF on 2024-09-30. At its peak, it held 56.0K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 15.9K shares on 2024-09-30, with a value of $564.4K on 2024-12-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 26.1K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 40.2K.