WealthPlan Investment Management, LLC's ownership history for SCHX

WealthPlan Investment Management, LLC currently holds 246.2K shares with a market value of $6.3M. It started holding SCHX on 2024-12-31. At its peak, it held 250.1K shares on 2025-06-30. Its highest holding value was $6.6M on 2025-12-31. At its lowest, it held 58.4K shares on 2025-03-31, with a value of $1.3M on 2025-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 640. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 187.8K.