Lutz Financial Services LLC's ownership history for SCHX

Lutz Financial Services LLC currently holds 890.8K shares with a market value of $22.8M. It started holding SCHX on 2024-09-30. At its peak, it held 890.8K shares on 2026-03-31. Its highest holding value was $22.8M on 2026-03-31. At its lowest, it held 196.5K shares on 2024-09-30, with a value of $13.0M on 2025-03-31. In the recent 180 days, Lutz Financial Services LLC has increased its shares by 154.6K. In the recent year, Lutz Financial Services LLC has increased its shares by 304.1K.