Selective Wealth Management, Inc.'s ownership history for SCHB

Selective Wealth Management, Inc. currently holds 73.7K shares with a market value of $1.9M. It started holding SCHB on 2024-09-30. At its peak, it held 73.7K shares on 2024-12-31. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 25.0K shares on 2024-09-30, with a value of $1.5M on 2025-03-31. In the recent 180 days, Selective Wealth Management, Inc. has decreased its shares by 22. In the recent year, Selective Wealth Management, Inc. has increased its shares by 48.7K.