Smith Salley Wealth Management's ownership history for SCHV

Smith Salley Wealth Management currently holds 16.1K shares with a market value of $467.8K. It started holding SCHV on 2024-09-30. At its peak, it held 16.9K shares on 2024-12-31. Its highest holding value was $467.8K on 2025-09-30. At its lowest, it held 5.6K shares on 2024-09-30, with a value of $433.8K on 2025-03-31. In the recent 180 days, Smith Salley Wealth Management has decreased its shares by 250. In the recent year, Smith Salley Wealth Management has increased its shares by 10.4K.