Institute for Wealth Management, LLC.'s ownership history for SCHG

Institute for Wealth Management, LLC. currently holds 227.2K shares with a market value of $6.6M. It started holding SCHG on 2024-09-30. At its peak, it held 243.6K shares on 2024-12-31. Its highest holding value was $7.5M on 2025-12-31. At its lowest, it held 62.6K shares on 2024-09-30, with a value of $6.0M on 2025-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 3.7K. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 14.4K.