Total Wealth Planning, LLC's ownership history for SCHV

Total Wealth Planning, LLC currently holds 16.1K shares with a market value of $478.2K. It started holding SCHV on 2024-09-30. At its peak, it held 312.6K shares on 2025-06-30. Its highest holding value was $9.0M on 2025-09-30. At its lowest, it held 16.1K shares on 2025-12-31, with a value of $478.2K on 2025-12-31. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 296.4K. In the recent year, Total Wealth Planning, LLC has decreased its shares by 276.5K.