Morton Capital Management LLC/CA's ownership history for SCHX

Morton Capital Management LLC/CA currently holds 20.8K shares with a market value of $533.8K. It started holding SCHX on 2024-09-30. At its peak, it held 20.8K shares on 2026-03-31. Its highest holding value was $560.1K on 2025-12-31. At its lowest, it held 7.1K shares on 2024-09-30, with a value of $435.7K on 2025-03-31. In the recent 180 days, Morton Capital Management LLC/CA has increased its shares by 11. In the recent year, Morton Capital Management LLC/CA has increased its shares by 1.1K.