Whelan Financial's ownership history for SCHM

Whelan Financial currently holds 14.6K shares with a market value of $453.2K. It started holding SCHM on 2024-09-30. At its peak, it held 25.9K shares on 2024-12-31. Its highest holding value was $746.1K on 2024-09-30. At its lowest, it held 9.0K shares on 2024-09-30, with a value of $443.8K on 2025-09-30. In the recent 180 days, Whelan Financial has decreased its shares by 334. In the recent year, Whelan Financial has decreased its shares by 2.4K.