Modern Wealth Management, LLC's ownership history for SCHB

Modern Wealth Management, LLC currently holds 1.5M shares with a market value of $38.7M. It started holding SCHB on 2025-03-31. At its peak, it held 1.5M shares on 2026-03-31. Its highest holding value was $39.1M on 2025-09-30. At its lowest, it held 253.0K shares on 2025-03-31, with a value of $5.4M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 10.7K. In the recent year, Modern Wealth Management, LLC has increased its shares by 1.3M.