Advisor OS, LLC's ownership history for SCHB

Advisor OS, LLC currently holds 26.6K shares with a market value of $685.2K. It started holding SCHB on 2024-09-30. At its peak, it held 26.6K shares on 2025-09-30. Its highest holding value was $685.2K on 2025-09-30. At its lowest, it held 4.0K shares on 2024-09-30, with a value of $266.4K on 2024-09-30. In the recent 180 days, Advisor OS, LLC has increased its shares by 7.2K. In the recent year, Advisor OS, LLC has increased its shares by 22.6K.