Stone Summit Wealth LLC's ownership history for SCHV

Stone Summit Wealth LLC currently holds 14.0K shares with a market value of $408.1K. It started holding SCHV on 2024-09-30. At its peak, it held 19.2K shares on 2024-12-31. Its highest holding value was $564.9K on 2024-09-30. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $408.1K on 2025-09-30. In the recent 180 days, Stone Summit Wealth LLC has decreased its shares by 4.9K. In the recent year, Stone Summit Wealth LLC has increased its shares by 7.0K.