Heirloom Wealth Management's ownership history for SCHA

Heirloom Wealth Management currently holds 10.7K shares with a market value of $303.7K. It started holding SCHA on 2024-09-30. At its peak, it held 10.7K shares on 2025-12-31. Its highest holding value was $303.7K on 2025-12-31. At its lowest, it held 4.6K shares on 2024-09-30, with a value of $239.1K on 2025-03-31. In the recent 180 days, Heirloom Wealth Management has increased its shares by 887. In the recent year, Heirloom Wealth Management has increased its shares by 462.