SAX WEALTH ADVISORS, LLC's ownership history for SCHZ

SAX WEALTH ADVISORS, LLC currently holds 32.6K shares with a market value of $756.6K. It started holding SCHZ on 2025-03-31. At its peak, it held 32.6K shares on 2026-06-30. Its highest holding value was $756.6K on 2026-06-30. At its lowest, it held 15.7K shares on 2025-03-31, with a value of $363.1K on 2025-03-31. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 14.1K. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 14.5K.