Stone Summit Wealth LLC's ownership history for SCHG

Stone Summit Wealth LLC currently holds 9.8K shares with a market value of $314.3K. It started holding SCHG on 2025-03-31. At its peak, it held 11.6K shares on 2025-03-31. Its highest holding value was $314.3K on 2025-09-30. At its lowest, it held 9.8K shares on 2025-09-30, with a value of $290.9K on 2025-03-31. In the recent 180 days, Stone Summit Wealth LLC has decreased its shares by 1.8K.