Heirloom Wealth Management's ownership history for SCHG

Heirloom Wealth Management currently holds 130.9K shares with a market value of $3.8M. It started holding SCHG on 2024-09-30. At its peak, it held 130.9K shares on 2026-03-31. Its highest holding value was $3.8M on 2026-03-31. At its lowest, it held 25.9K shares on 2024-09-30, with a value of $2.6M on 2024-12-31. In the recent 180 days, Heirloom Wealth Management has increased its shares by 38.4K. In the recent year, Heirloom Wealth Management has increased its shares by 19.8K.