Falcon Wealth Planning's ownership history for SCHX


Falcon Wealth Planning currently holds 11.6K shares with a market value of $306.6K. It started holding SCHX on 2024-09-30. At its peak, it held 11.9K shares on 2025-06-30. Its highest holding value was $306.6K on 2025-09-30. At its lowest, it held 4.1K shares on 2024-09-30, with a value of $256.8K on 2025-03-31. In the recent 180 days, Falcon Wealth Planning has increased its shares by 10. In the recent year, Falcon Wealth Planning has increased its shares by 7.5K.


Falcon Wealth Planning's ownership history for SCHX