LWM ADVISORS INC's ownership history for SCHG

LWM ADVISORS INC currently holds 9.8K shares with a market value of $285.2K. It started holding SCHG on 2025-03-31. At its peak, it held 10.4K shares on 2025-06-30. Its highest holding value was $319.3K on 2025-12-31. At its lowest, it held 9.8K shares on 2025-09-30, with a value of $269.0K on 2025-03-31. In the recent 180 days, LWM ADVISORS INC has increased its shares by 3. In the recent year, LWM ADVISORS INC has decreased its shares by 572.