Values Added Financial LLC's ownership history for SCHZ

Values Added Financial LLC currently holds 23.1K shares with a market value of $539.0K. It started holding SCHZ on 2024-12-31. At its peak, it held 122.0K shares on 2025-03-31. Its highest holding value was $2.8M on 2025-03-31. At its lowest, it held 19.5K shares on 2025-06-30, with a value of $454.1K on 2025-06-30. In the recent 180 days, Values Added Financial LLC has increased its shares by 3.5K. In the recent year, Values Added Financial LLC has decreased its shares by 38.6K.