Old North State Wealth Management, LLC's ownership history for SCHB

Old North State Wealth Management, LLC currently holds 17.8K shares with a market value of $448.0K. It started holding SCHB on 2021-12-31. At its peak, it held 17.8K shares on 2026-03-31. Its highest holding value was $466.9K on 2025-12-31. At its lowest, it held 3.0K shares on 2021-12-31, with a value of $241.9K on 2023-03-31. In the recent 180 days, Old North State Wealth Management, LLC has increased its shares by 119. In the recent year, Old North State Wealth Management, LLC has increased its shares by 339.