Clearstead Trust, LLC's ownership history for SCHX

Clearstead Trust, LLC currently holds 12.7K shares with a market value of $333.9K. It started holding SCHX on 2024-09-30. At its peak, it held 12.7K shares on 2024-12-31. Its highest holding value was $333.9K on 2025-09-30. At its lowest, it held 4.2K shares on 2024-09-30, with a value of $279.9K on 2025-03-31. In the recent 180 days, Clearstead Trust, LLC has increased its shares by 0. In the recent year, Clearstead Trust, LLC has increased its shares by 8.5K.