Whelan Financial's ownership history for SCHA

Whelan Financial currently holds 72.7K shares with a market value of $2.0M. It started holding SCHA on 2024-09-30. At its peak, it held 74.3K shares on 2024-12-31. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 37.3K shares on 2024-09-30, with a value of $1.7M on 2025-03-31. In the recent 180 days, Whelan Financial has decreased its shares by 171. In the recent year, Whelan Financial has increased its shares by 35.4K.