Cadence Wealth Management LLC's ownership history for SCHV

Cadence Wealth Management LLC currently holds 225.4K shares with a market value of $6.9M. It started holding SCHV on 2024-09-30. At its peak, it held 225.4K shares on 2026-03-31. Its highest holding value was $6.9M on 2026-03-31. At its lowest, it held 36.7K shares on 2024-09-30, with a value of $2.9M on 2024-09-30. In the recent 180 days, Cadence Wealth Management LLC has increased its shares by 17.1K. In the recent year, Cadence Wealth Management LLC has increased its shares by 64.6K.