Rockbridge Investment Management, LCC's ownership history for SCHV

Rockbridge Investment Management, LCC currently holds 14.1K shares with a market value of $430.3K. It started holding SCHV on 2024-12-31. At its peak, it held 15.0K shares on 2025-03-31. Its highest holding value was $437.5K on 2025-09-30. At its lowest, it held 14.1K shares on 2025-12-31, with a value of $379.9K on 2024-12-31. In the recent 180 days, Rockbridge Investment Management, LCC has decreased its shares by 920. In the recent year, Rockbridge Investment Management, LCC has decreased its shares by 920.