Bogart Wealth, LLC's ownership history for SCHB

Bogart Wealth, LLC currently holds 60.2K shares with a market value of $1.5M. It started holding SCHB on 2024-09-30. At its peak, it held 75.1K shares on 2025-03-31. Its highest holding value was $1.6M on 2025-03-31. At its lowest, it held 22.3K shares on 2024-09-30, with a value of $1.4M on 2025-06-30. In the recent 180 days, Bogart Wealth, LLC has decreased its shares by 14.9K. In the recent year, Bogart Wealth, LLC has increased its shares by 37.9K.