Smallwood Wealth Investment Management, LLC's ownership history for SCHX

Smallwood Wealth Investment Management, LLC currently holds 2.2K shares with a market value of $55.7K. It started holding SCHX on 2025-03-31. At its peak, it held 2.2K shares on 2025-09-30. Its highest holding value was $58.5K on 2025-12-31. At its lowest, it held 1.9K shares on 2025-03-31, with a value of $41.0K on 2025-03-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 6. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 315.