Shakespeare Wealth Management, LLC's ownership history for SCHX

Shakespeare Wealth Management, LLC currently holds 11.8K shares with a market value of $303.4K. It started holding SCHX on 2025-06-30. At its peak, it held 16.7K shares on 2025-06-30. Its highest holding value was $408.0K on 2025-06-30. At its lowest, it held 11.8K shares on 2025-09-30, with a value of $303.4K on 2026-03-31. In the recent 180 days, Shakespeare Wealth Management, LLC has increased its shares by 3.