Heartwood Wealth Advisors LLC's ownership history for SCHK

Heartwood Wealth Advisors LLC currently holds 15.6K shares with a market value of $488.2K. It started holding SCHK on 2025-06-30. At its peak, it held 15.6K shares on 2026-03-31. Its highest holding value was $488.2K on 2026-03-31. At its lowest, it held 11.9K shares on 2025-06-30, with a value of $356.1K on 2025-06-30. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 1.3K.