Montis Financial, LLC's ownership history for SCHG

Montis Financial, LLC currently holds 67.9K shares with a market value of $2.0M. It started holding SCHG on 2024-12-31. At its peak, it held 83.7K shares on 2024-12-31. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 67.9K shares on 2026-03-31, with a value of $1.9M on 2025-03-31. In the recent 180 days, Montis Financial, LLC has decreased its shares by 5.6K. In the recent year, Montis Financial, LLC has decreased its shares by 7.7K.