WealthPlan Investment Management, LLC's ownership history for SCHZ

WealthPlan Investment Management, LLC currently holds 14.2K shares with a market value of $330.1K. It started holding SCHZ on 2025-06-30. At its peak, it held 20.5K shares on 2025-06-30. Its highest holding value was $476.1K on 2025-06-30. At its lowest, it held 14.2K shares on 2026-03-31, with a value of $330.1K on 2026-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 4.7K.