Stone Summit Wealth LLC's ownership history for SCHX

Stone Summit Wealth LLC currently holds 66.5K shares with a market value of $1.7M. It started holding SCHX on 2024-09-30. At its peak, it held 66.5K shares on 2026-03-31. Its highest holding value was $1.7M on 2026-03-31. At its lowest, it held 17.4K shares on 2024-09-30, with a value of $1.1M on 2024-12-31. In the recent 180 days, Stone Summit Wealth LLC has increased its shares by 9.5K. In the recent year, Stone Summit Wealth LLC has increased its shares by 11.8K.