Sonoma Private Wealth LLC's ownership history for SCHX

Sonoma Private Wealth LLC currently holds 16.4K shares with a market value of $431.8K. It started holding SCHX on 2024-09-30. At its peak, it held 16.4K shares on 2024-12-31. Its highest holding value was $431.8K on 2025-09-30. At its lowest, it held 5.5K shares on 2024-09-30, with a value of $361.9K on 2025-03-31. In the recent 180 days, Sonoma Private Wealth LLC has increased its shares by 0. In the recent year, Sonoma Private Wealth LLC has increased its shares by 10.9K.