GoalVest Advisory LLC's ownership history for SCHX

GoalVest Advisory LLC currently holds 14.1K shares with a market value of $371.4K. It started holding SCHX on 2024-09-30. At its peak, it held 15.3K shares on 2024-12-31. Its highest holding value was $371.4K on 2025-09-30. At its lowest, it held 5.1K shares on 2024-09-30, with a value of $311.3K on 2025-03-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 0. In the recent year, GoalVest Advisory LLC has increased its shares by 9.0K.