Portside Wealth Group, LLC's ownership history for SCHZ

Portside Wealth Group, LLC currently holds 15.4K shares with a market value of $360.5K. It started holding SCHZ on 2024-09-30. At its peak, it held 15.6K shares on 2025-03-31. Its highest holding value was $378.5K on 2024-09-30. At its lowest, it held 8.0K shares on 2024-09-30, with a value of $355.2K on 2025-03-31. In the recent 180 days, Portside Wealth Group, LLC has decreased its shares by 86. In the recent year, Portside Wealth Group, LLC has increased its shares by 7.5K.