BSW Wealth Partners's ownership history for SCHB

BSW Wealth Partners currently holds 66.2K shares with a market value of $1.7M. It started holding SCHB on 2024-09-30. At its peak, it held 77.3K shares on 2024-12-31. Its highest holding value was $1.8M on 2024-12-31. At its lowest, it held 26.2K shares on 2024-09-30, with a value of $1.6M on 2025-06-30. In the recent 180 days, BSW Wealth Partners has decreased its shares by 10.9K. In the recent year, BSW Wealth Partners has increased its shares by 40.0K.