Trellis Wealth Advisors LLC's ownership history for SCHA

Trellis Wealth Advisors LLC currently holds 17.4K shares with a market value of $496.0K. It started holding SCHA on 2024-09-30. At its peak, it held 17.4K shares on 2024-12-31. Its highest holding value was $496.0K on 2025-12-31. At its lowest, it held 8.7K shares on 2024-09-30, with a value of $408.1K on 2025-03-31. In the recent 180 days, Trellis Wealth Advisors LLC has increased its shares by 0. In the recent year, Trellis Wealth Advisors LLC has increased its shares by 0.