Investment Planning Advisors, Inc.'s ownership history for SCHZ

Investment Planning Advisors, Inc. currently holds 18.1K shares with a market value of $419.6K. It started holding SCHZ on 2024-09-30. At its peak, it held 23.2K shares on 2025-03-31. Its highest holding value was $537.6K on 2025-03-31. At its lowest, it held 10.2K shares on 2024-09-30, with a value of $419.6K on 2026-03-31. In the recent 180 days, Investment Planning Advisors, Inc. has decreased its shares by 3.1K. In the recent year, Investment Planning Advisors, Inc. has decreased its shares by 5.1K.