SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for SCHE


SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 500.6K shares with a market value of $16.5M. It started holding SCHE on 2024-09-30. At its peak, it held 583.1K shares on 2025-06-30. Its highest holding value was $17.6M on 2025-06-30. At its lowest, it held 495.8K shares on 2025-09-30, with a value of $14.2M on 2024-12-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 4.8K. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 55.4K.


SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for SCHE