Smith Salley Wealth Management's ownership history for SCHB

Smith Salley Wealth Management currently holds 44.0K shares with a market value of $1.1M. It started holding SCHB on 2024-09-30. At its peak, it held 56.8K shares on 2024-12-31. Its highest holding value was $1.3M on 2024-12-31. At its lowest, it held 17.8K shares on 2024-09-30, with a value of $1.0M on 2025-03-31. In the recent 180 days, Smith Salley Wealth Management has decreased its shares by 3.6K. In the recent year, Smith Salley Wealth Management has increased its shares by 26.2K.