GoalVest Advisory LLC's ownership history for SCHW

GoalVest Advisory LLC currently holds 280 shares with a market value of $26.3K. It started holding SCHW on 2024-12-31. At its peak, it held 280 shares on 2025-12-31. Its highest holding value was $28.0K on 2025-12-31. At its lowest, it held 43 shares on 2025-06-30, with a value of $3.9K on 2025-06-30. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 237. In the recent year, GoalVest Advisory LLC has increased its shares by 150.