Regent Peak Wealth Advisors LLC's ownership history for SCHB

Regent Peak Wealth Advisors LLC currently holds 77.3K shares with a market value of $2.0M. It started holding SCHB on 2024-09-30. At its peak, it held 87.9K shares on 2024-12-31. Its highest holding value was $2.0M on 2025-12-31. At its lowest, it held 27.5K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, Regent Peak Wealth Advisors LLC has decreased its shares by 8.7K. In the recent year, Regent Peak Wealth Advisors LLC has increased its shares by 49.7K.