Shakespeare Wealth Management, LLC's ownership history for SCHC

Shakespeare Wealth Management, LLC currently holds 47.4K shares with a market value of $2.2M. It started holding SCHC on 2024-09-30. At its peak, it held 60.5K shares on 2024-12-31. Its highest holding value was $2.2M on 2024-09-30. At its lowest, it held 47.4K shares on 2026-03-31, with a value of $2.1M on 2025-03-31. In the recent 180 days, Shakespeare Wealth Management, LLC has decreased its shares by 1.6K. In the recent year, Shakespeare Wealth Management, LLC has decreased its shares by 10.0K.