Caldwell Trust Co's ownership history for SCHV

Caldwell Trust Co currently holds 2.2K shares with a market value of $65.1K. It started holding SCHV on 2022-06-30. At its peak, it held 2.2K shares on 2024-12-31. Its highest holding value was $65.1K on 2025-09-30. At its lowest, it held 745 shares on 2022-06-30, with a value of $43.6K on 2022-09-30. 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 1.5K.