Selective Wealth Management, Inc.'s ownership history for SCHM

Selective Wealth Management, Inc. currently holds 13.1K shares with a market value of $422.7K. It started holding SCHM on 2024-09-30. At its peak, it held 13.4K shares on 2024-12-31. Its highest holding value was $458.6K on 2024-09-30. At its lowest, it held 5.6K shares on 2024-09-30, with a value of $327.2K on 2025-03-31. In the recent 180 days, Selective Wealth Management, Inc. has increased its shares by 1.1K. In the recent year, Selective Wealth Management, Inc. has decreased its shares by 314.