Montis Financial, LLC's ownership history for SCHX

Montis Financial, LLC currently holds 215.8K shares with a market value of $5.7M. It started holding SCHX on 2024-09-30. At its peak, it held 397.5K shares on 2024-12-31. Its highest holding value was $9.2M on 2024-12-31. At its lowest, it held 134.8K shares on 2024-09-30, with a value of $5.7M on 2025-09-30. In the recent 180 days, Montis Financial, LLC has decreased its shares by 106.9K. In the recent year, Montis Financial, LLC has increased its shares by 81.0K.