Marotta Asset Management's ownership history for SCHZ

Marotta Asset Management currently holds 269.5K shares with a market value of $6.2M. It started holding SCHZ on 2024-09-30. At its peak, it held 286.5K shares on 2024-12-31. Its highest holding value was $6.9M on 2024-09-30. At its lowest, it held 144.4K shares on 2024-09-30, with a value of $6.2M on 2026-03-31. In the recent 180 days, Marotta Asset Management has decreased its shares by 14.5K. In the recent year, Marotta Asset Management has increased its shares by 125.2K.