Schwallier Wealth Management LLC's ownership history for SCHG

Schwallier Wealth Management LLC currently holds 660.4K shares with a market value of $19.2M. It started holding SCHG on 2024-09-30. At its peak, it held 660.4K shares on 2026-03-31. Its highest holding value was $19.5M on 2025-12-31. At its lowest, it held 47.5K shares on 2024-09-30, with a value of $4.9M on 2024-09-30. In the recent 180 days, Schwallier Wealth Management LLC has increased its shares by 62.3K. In the recent year, Schwallier Wealth Management LLC has increased its shares by 158.1K.