Values Added Financial LLC's ownership history for SCHX

Values Added Financial LLC currently holds 157.7K shares with a market value of $4.2M. It started holding SCHX on 2024-09-30. At its peak, it held 168.2K shares on 2025-06-30. Its highest holding value was $4.2M on 2025-12-31. At its lowest, it held 43.7K shares on 2024-09-30, with a value of $2.8M on 2025-03-31. In the recent 180 days, Values Added Financial LLC has decreased its shares by 10.5K. In the recent year, Values Added Financial LLC has increased its shares by 27.9K.