Advisor OS, LLC's ownership history for SCHM

Advisor OS, LLC currently holds 9.9K shares with a market value of $306.8K. It started holding SCHM on 2024-12-31. At its peak, it held 10.3K shares on 2025-03-31. Its highest holding value was $306.8K on 2026-03-31. At its lowest, it held 9.9K shares on 2026-03-31, with a value of $270.3K on 2025-03-31. In the recent 180 days, Advisor OS, LLC has decreased its shares by 397. In the recent year, Advisor OS, LLC has decreased its shares by 406.