Connecticut Wealth Management, LLC's ownership history for SCHX

Connecticut Wealth Management, LLC currently holds 23.1K shares with a market value of $593.5K. It started holding SCHX on 2025-03-31. At its peak, it held 26.4K shares on 2025-06-30. Its highest holding value was $644.2K on 2025-06-30. At its lowest, it held 17.7K shares on 2025-03-31, with a value of $389.9K on 2025-03-31. In the recent 180 days, Connecticut Wealth Management, LLC has increased its shares by 324. In the recent year, Connecticut Wealth Management, LLC has increased its shares by 5.5K.