Plan A Wealth LLC's ownership history for SCHZ

Plan A Wealth LLC currently holds 33.1K shares with a market value of $773.9K. It started holding SCHZ on 2024-12-31. At its peak, it held 33.1K shares on 2025-12-31. Its highest holding value was $773.9K on 2025-12-31. At its lowest, it held 18.1K shares on 2024-12-31, with a value of $411.7K on 2024-12-31. In the recent 180 days, Plan A Wealth LLC has increased its shares by 3.8K. In the recent year, Plan A Wealth LLC has increased its shares by 15.0K.