Balance Wealth, LLC's ownership history for SCHM

Balance Wealth, LLC currently holds 13.2K shares with a market value of $397.0K. It started holding SCHM on 2025-06-30. At its peak, it held 13.7K shares on 2025-09-30. Its highest holding value was $405.1K on 2025-09-30. At its lowest, it held 10.2K shares on 2025-06-30, with a value of $286.0K on 2025-06-30. In the recent 180 days, Balance Wealth, LLC has increased its shares by 3.0K.