Schwallier Wealth Management LLC's ownership history for SCHG

Schwallier Wealth Management LLC currently holds 598.1K shares with a market value of $19.1M. It started holding SCHG on 2024-09-30. At its peak, it held 613.2K shares on 2025-06-30. Its highest holding value was $19.1M on 2025-09-30. At its lowest, it held 47.5K shares on 2024-09-30, with a value of $4.9M on 2024-09-30. In the recent 180 days, Schwallier Wealth Management LLC has increased its shares by 95.8K. In the recent year, Schwallier Wealth Management LLC has increased its shares by 550.6K.