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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 1.2M shares with a market value of $28.6M. It started holding SCHF on 2024-09-30. At its peak, it held 1.5M shares on 2025-12-31. Its highest holding value was $35.6M on 2025-12-31. At its lowest, it held 571.5K shares on 2024-09-30, with a value of $21.7M on 2024-12-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 277.4K. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 94.8K.