Bernardo Wealth Planning LLC's ownership history for SCHV

Bernardo Wealth Planning LLC currently holds 28.7K shares with a market value of $836.5K. It started holding SCHV on 2024-09-30. At its peak, it held 28.7K shares on 2025-09-30. Its highest holding value was $836.5K on 2025-09-30. At its lowest, it held 24.8K shares on 2024-09-30, with a value of $676 on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 4.0K. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 4.0K.