Caldwell Trust Co's ownership history for SCHF

Caldwell Trust Co currently holds 5.8K shares with a market value of $136.0K. It started holding SCHF on 2019-12-31. At its peak, it held 5.8K shares on 2024-12-31. Its highest holding value was $136.0K on 2025-09-30. At its lowest, it held 168 shares on 2019-12-31, with a value of $4.3K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has increased its shares by 2.9K.