Lakeridge Wealth Management LLC's ownership history for SCHV

Lakeridge Wealth Management LLC currently holds 14.8K shares with a market value of $437.6K. It started holding SCHV on 2024-09-30. At its peak, it held 14.9K shares on 2025-06-30. Its highest holding value was $437.6K on 2025-12-31. At its lowest, it held 5.2K shares on 2024-09-30, with a value of $388.0K on 2024-12-31. In the recent 180 days, Lakeridge Wealth Management LLC has decreased its shares by 132. In the recent year, Lakeridge Wealth Management LLC has decreased its shares by 105.