Soltis Investment Advisors LLC's ownership history for SCHB

Soltis Investment Advisors LLC currently holds 39.7K shares with a market value of $996.5K. It started holding SCHB on 2025-03-31. At its peak, it held 41.8K shares on 2025-09-30. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 36.3K shares on 2025-03-31, with a value of $780.8K on 2025-03-31. In the recent 180 days, Soltis Investment Advisors LLC has decreased its shares by 2.1K. In the recent year, Soltis Investment Advisors LLC has increased its shares by 3.4K.