Whipplewood Advisors, LLC's ownership history for SCHG

Whipplewood Advisors, LLC currently holds 2.0K shares with a market value of $57.2K. It started holding SCHG on 2024-12-31. At its peak, it held 41.2K shares on 2025-03-31. Its highest holding value was $72.3K on 2025-09-30. At its lowest, it held 2.0K shares on 2025-12-31, with a value of $57.2K on 2025-03-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 303. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 39.2K.