Modern Wealth Management, LLC's ownership history for SCHZ

Modern Wealth Management, LLC currently holds 1.2M shares with a market value of $28.3M. It started holding SCHZ on 2025-09-30. At its peak, it held 1.2M shares on 2026-03-31. Its highest holding value was $28.3M on 2026-03-31. At its lowest, it held 1.2M shares on 2025-09-30, with a value of $27.1M on 2025-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 66.7K.