Heartwood Wealth Advisors LLC's ownership history for SCHX

Heartwood Wealth Advisors LLC currently holds 67.6K shares with a market value of $1.8M. It started holding SCHX on 2024-09-30. At its peak, it held 67.6K shares on 2025-09-30. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 6.6K shares on 2024-09-30, with a value of $381.3K on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 50.4K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 61.1K.