Summit Wealth Group, LLC's ownership history for SCHG

Summit Wealth Group, LLC currently holds 8.5K shares with a market value of $269.8K. It started holding SCHG on 2024-09-30. At its peak, it held 8.5K shares on 2024-12-31. Its highest holding value was $269.8K on 2025-09-30. At its lowest, it held 2.1K shares on 2024-09-30, with a value of $212 on 2025-03-31. In the recent 180 days, Summit Wealth Group, LLC has increased its shares by 0. In the recent year, Summit Wealth Group, LLC has increased its shares by 6.3K.