Heirloom Wealth Management's ownership history for SCHG

Heirloom Wealth Management currently holds 95.6K shares with a market value of $3.1M. It started holding SCHG on 2024-09-30. At its peak, it held 113.5K shares on 2025-06-30. Its highest holding value was $3.3M on 2025-06-30. At its lowest, it held 25.9K shares on 2024-09-30, with a value of $2.6M on 2024-12-31. In the recent 180 days, Heirloom Wealth Management has decreased its shares by 18.0K. In the recent year, Heirloom Wealth Management has increased its shares by 1.5K.