Total Wealth Planning, LLC's ownership history for SCHZ

Total Wealth Planning, LLC currently holds 216.5K shares with a market value of $5.1M. It started holding SCHZ on 2024-09-30. At its peak, it held 4.1M shares on 2025-09-30. Its highest holding value was $97.1M on 2025-09-30. At its lowest, it held 216.5K shares on 2025-12-31, with a value of $5.1M on 2025-12-31. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 3.6M. In the recent year, Total Wealth Planning, LLC has decreased its shares by 3.4M.