Circle Wealth Management, LLC's ownership history for SCHX

Circle Wealth Management, LLC currently holds 310.3K shares with a market value of $8.2M. It started holding SCHX on 2024-09-30. At its peak, it held 310.3K shares on 2025-03-31. Its highest holding value was $8.2M on 2025-09-30. At its lowest, it held 104.6K shares on 2024-09-30, with a value of $6.9M on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 0. In the recent year, Circle Wealth Management, LLC has increased its shares by 205.7K.