United Financial Planning Group LLC's ownership history for SCHZ
United Financial Planning Group LLC currently holds 3.3K shares with a market value of $77.3K. It started holding SCHZ on 2025-09-30. At its peak, it held 13.6K shares on 2025-09-30. Its highest holding value was $319.7K on 2025-09-30. At its lowest, it held 3.3K shares on 2026-03-31, with a value of $77.3K on 2026-03-31. In the recent 180 days, United Financial Planning Group LLC has decreased its shares by 10.3K.
United Financial Planning Group LLC's ownership history for SCHZ