Heartwood Wealth Advisors LLC's ownership history for SCHK

Heartwood Wealth Advisors LLC currently holds 14.2K shares with a market value of $457.6K. It started holding SCHK on 2025-06-30. At its peak, it held 14.2K shares on 2025-09-30. Its highest holding value was $457.6K on 2025-09-30. At its lowest, it held 11.9K shares on 2025-06-30, with a value of $356.1K on 2025-06-30.