Peak Wealth Management LLC's ownership history for SCHG

Peak Wealth Management LLC currently holds 440.5K shares with a market value of $14.9M. It started holding SCHG on 2025-12-31. At its peak, it held 440.5K shares on 2026-06-30. Its highest holding value was $14.9M on 2026-06-30. At its lowest, it held 383.0K shares on 2026-03-31, with a value of $11.2M on 2026-03-31. In the recent 180 days, Peak Wealth Management LLC has increased its shares by 35.2K.