Consilium Wealth Advisory, LLC's ownership history for SCHX


Consilium Wealth Advisory, LLC currently holds 354.1K shares with a market value of $9.5M. It started holding SCHX on 2024-09-30. At its peak, it held 360.0K shares on 2025-06-30. Its highest holding value was $9.5M on 2025-12-31. At its lowest, it held 116.9K shares on 2024-09-30, with a value of $7.6M on 2025-03-31. In the recent 180 days, Consilium Wealth Advisory, LLC has decreased its shares by 5.9K. In the recent year, Consilium Wealth Advisory, LLC has increased its shares by 5.9K.


Consilium Wealth Advisory, LLC's ownership history for SCHX