Rooted Wealth Advisors, Inc.'s ownership history for SCHH

Rooted Wealth Advisors, Inc. currently holds 134.6K shares with a market value of $2.9M. It started holding SCHH on 2024-09-30. At its peak, it held 172.2K shares on 2025-06-30. Its highest holding value was $3.7M on 2025-06-30. At its lowest, it held 134.6K shares on 2025-09-30, with a value of $3.5K on 2024-12-31. In the recent 180 days, Rooted Wealth Advisors, Inc. has decreased its shares by 27.7K. In the recent year, Rooted Wealth Advisors, Inc. has decreased its shares by 28.3K.