Stone Summit Wealth LLC's ownership history for SCHA

Stone Summit Wealth LLC currently holds 18.8K shares with a market value of $534.4K. It started holding SCHA on 2024-09-30. At its peak, it held 20.5K shares on 2025-06-30. Its highest holding value was $551.2K on 2025-09-30. At its lowest, it held 8.0K shares on 2024-09-30, with a value of $364.1K on 2025-03-31. In the recent 180 days, Stone Summit Wealth LLC has decreased its shares by 1.8K. In the recent year, Stone Summit Wealth LLC has increased its shares by 4.1K.