Summit Wealth Group, LLC's ownership history for SCHP

Summit Wealth Group, LLC currently holds 158.3K shares with a market value of $4.3M. It started holding SCHP on 2024-09-30. At its peak, it held 275.1K shares on 2024-12-31. Its highest holding value was $4.3M on 2025-09-30. At its lowest, it held 131.5K shares on 2024-09-30, with a value of $4.2K on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 96.8K. In the recent year, Summit Wealth Group, LLC has increased its shares by 26.8K.