Marshall & Sterling Wealth Advisors Inc.'s ownership history for SCHB

Marshall & Sterling Wealth Advisors Inc. currently holds 3.2K shares with a market value of $80.9K. It started holding SCHB on 2024-12-31. At its peak, it held 3.3K shares on 2025-06-30. Its highest holding value was $84.5K on 2025-12-31. At its lowest, it held 3.2K shares on 2025-09-30, with a value of $70.1K on 2025-03-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has increased its shares by 2. In the recent year, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 32.