Smith Salley Wealth Management's ownership history for SCHX

Smith Salley Wealth Management currently holds 35.8K shares with a market value of $964.2K. It started holding SCHX on 2024-09-30. At its peak, it held 36.1K shares on 2025-06-30. Its highest holding value was $1.1M on 2024-09-30. At its lowest, it held 16.3K shares on 2024-09-30, with a value of $748.2K on 2025-03-31. In the recent 180 days, Smith Salley Wealth Management has decreased its shares by 241. In the recent year, Smith Salley Wealth Management has increased its shares by 19.5K.