Stone Summit Wealth LLC's ownership history for SCHX

Stone Summit Wealth LLC currently holds 57.0K shares with a market value of $1.5M. It started holding SCHX on 2024-09-30. At its peak, it held 57.9K shares on 2025-06-30. Its highest holding value was $1.5M on 2025-09-30. 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 2.3K. In the recent year, Stone Summit Wealth LLC has increased its shares by 39.6K.