Caldwell Trust Co's ownership history for SCHA

Caldwell Trust Co currently holds 3.7K shares with a market value of $102.6K. It started holding SCHA on 2019-12-31. At its peak, it held 3.7K shares on 2025-09-30. Its highest holding value was $102.6K on 2025-09-30. At its lowest, it held 600 shares on 2019-12-31, with a value of $30.9K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 154. In the recent year, Caldwell Trust Co has increased its shares by 1.9K.