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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 1.7M shares with a market value of $52.6M. It started holding SCHV on 2024-09-30. At its peak, it held 1.7M shares on 2026-03-31. Its highest holding value was $52.6M on 2026-03-31. At its lowest, it held 540.1K shares on 2024-09-30, with a value of $42.1M on 2024-12-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 57.9K. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 85.9K.