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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 1.5M shares with a market value of $44.2M. It started holding SCHG on 2024-09-30. At its peak, it held 1.6M shares on 2025-09-30. Its highest holding value was $49.9M on 2025-12-31. At its lowest, it held 390.3K shares on 2024-09-30, with a value of $38.8M on 2025-03-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 36.8K. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 31.5K.