VSM Wealth Advisory, LLC's ownership history for SCHW

VSM Wealth Advisory, LLC currently holds 985 shares with a market value of $98.3K. It started holding SCHW on 2024-12-31. At its peak, it held 1.8K shares on 2025-06-30. Its highest holding value was $161.4K on 2025-06-30. At its lowest, it held 978 shares on 2024-12-31, with a value of $72.4K on 2024-12-31. In the recent 180 days, VSM Wealth Advisory, LLC has decreased its shares by 784. In the recent year, VSM Wealth Advisory, LLC has increased its shares by 7.