Stone Summit Wealth LLC's ownership history for SCHG

Stone Summit Wealth LLC currently holds 21.7K shares with a market value of $631.0K. It started holding SCHG on 2025-03-31. At its peak, it held 21.7K shares on 2026-03-31. Its highest holding value was $631.0K on 2026-03-31. 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 increased its shares by 11.8K. In the recent year, Stone Summit Wealth LLC has increased its shares by 10.0K.