Stone Summit Wealth LLC's ownership history for SCHC

Stone Summit Wealth LLC currently holds 55.4K shares with a market value of $2.6M. It started holding SCHC on 2024-09-30. At its peak, it held 55.4K shares on 2026-03-31. Its highest holding value was $2.6M on 2026-03-31. At its lowest, it held 41.7K shares on 2024-09-30, with a value of $1.5M on 2024-12-31. In the recent 180 days, Stone Summit Wealth LLC has increased its shares by 11.4K. In the recent year, Stone Summit Wealth LLC has increased its shares by 11.7K.