SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for SCHA

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 593.9K shares with a market value of $17.3M. It started holding SCHA on 2024-09-30. At its peak, it held 615.6K shares on 2025-03-31. Its highest holding value was $17.3M on 2026-03-31. At its lowest, it held 294.3K shares on 2024-09-30, with a value of $14.4M on 2025-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 16.5K. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 21.6K.