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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 240.2K shares with a market value of $6.0M. It started holding SCHB on 2024-09-30. At its peak, it held 240.7K shares on 2025-12-31. Its highest holding value was $6.3M on 2025-12-31. At its lowest, it held 78.7K shares on 2024-09-30, with a value of $5.2M on 2025-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 451. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 451.