Selective Wealth Management, Inc.'s ownership history for SCHA

Selective Wealth Management, Inc. currently holds 10.2K shares with a market value of $286.1K. It started holding SCHA on 2024-09-30. At its peak, it held 11.3K shares on 2024-12-31. Its highest holding value was $305.5K on 2024-09-30. At its lowest, it held 6.0K shares on 2024-09-30, with a value of $230.5K on 2025-03-31. In the recent 180 days, Selective Wealth Management, Inc. has decreased its shares by 439. In the recent year, Selective Wealth Management, Inc. has increased its shares by 4.2K.