Balanced Rock Investment Advisors LLC's ownership history for SCHX

Balanced Rock Investment Advisors LLC currently holds 18.1K shares with a market value of $464.8K. It started holding SCHX on 2024-09-30. At its peak, it held 18.4K shares on 2024-12-31. Its highest holding value was $487.9K on 2025-12-31. At its lowest, it held 6.4K shares on 2024-09-30, with a value of $400.7K on 2025-03-31. In the recent 180 days, Balanced Rock Investment Advisors LLC has increased its shares by 0. In the recent year, Balanced Rock Investment Advisors LLC has decreased its shares by 20.