LWM ADVISORS INC's ownership history for SCHV

LWM ADVISORS INC currently holds 11.5K shares with a market value of $351.2K. It started holding SCHV on 2025-03-31. At its peak, it held 12.0K shares on 2025-06-30. Its highest holding value was $351.2K on 2026-03-31. At its lowest, it held 11.5K shares on 2025-09-30, with a value of $314.5K on 2025-03-31. In the recent 180 days, LWM ADVISORS INC has increased its shares by 14. In the recent year, LWM ADVISORS INC has decreased its shares by 495.