Lutz Financial Services LLC's ownership history for SCHG

Lutz Financial Services LLC currently holds 19.3K shares with a market value of $563.2K. It started holding SCHG on 2024-09-30. At its peak, it held 28.1K shares on 2025-03-31. Its highest holding value was $782.5K on 2024-12-31. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $563.2K on 2026-03-31. In the recent 180 days, Lutz Financial Services LLC has decreased its shares by 1.1K. In the recent year, Lutz Financial Services LLC has decreased its shares by 8.8K.