Valued Wealth Advisors LLC's ownership history for SCHW

Valued Wealth Advisors LLC currently holds 316 shares with a market value of $30.1K. It started holding SCHW on 2024-09-30. At its peak, it held 316 shares on 2025-09-30. Its highest holding value was $30.1K on 2025-09-30. At its lowest, it held 282 shares on 2024-12-31, with a value of $18.6K on 2024-09-30. In the recent 180 days, Valued Wealth Advisors LLC has increased its shares by 19. In the recent year, Valued Wealth Advisors LLC has increased its shares by 29.