WealthPLAN Partners, LLC's ownership history for SCHZ
WealthPLAN Partners, LLC currently holds 191.9K shares with a market value of $4.5M. It started holding SCHZ on 2024-09-30. At its peak, it held 191.9K shares on 2026-03-31. Its highest holding value was $4.5M on 2026-03-31. At its lowest, it held 85.5K shares on 2024-09-30, with a value of $3.9M on 2024-12-31. In the recent 180 days, WealthPLAN Partners, LLC has increased its shares by 3.8K. In the recent year, WealthPLAN Partners, LLC has increased its shares by 9.5K.
WealthPLAN Partners, LLC's ownership history for SCHZ