Whelan Financial's ownership history for SCHZ

Whelan Financial currently holds 9.3K shares with a market value of $216.4K. It started holding SCHZ on 2024-09-30. At its peak, it held 10.5K shares on 2024-12-31. Its highest holding value was $266.1K on 2024-09-30. At its lowest, it held 5.6K shares on 2024-09-30, with a value of $214.7K on 2025-06-30. In the recent 180 days, Whelan Financial has increased its shares by 19. In the recent year, Whelan Financial has decreased its shares by 1.2K.