Naviter Wealth, LLC's ownership history for SCHB

Naviter Wealth, LLC currently holds 21.7K shares with a market value of $557.8K. It started holding SCHB on 2024-09-30. At its peak, it held 21.7K shares on 2024-12-31. Its highest holding value was $557.8K on 2025-09-30. At its lowest, it held 7.2K shares on 2024-09-30, with a value of $466.6K on 2025-03-31. In the recent 180 days, Naviter Wealth, LLC has increased its shares by 0. In the recent year, Naviter Wealth, LLC has increased its shares by 14.5K.