UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for SCHB


UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 802.5K shares with a market value of $20.2M. It started holding SCHB on 2024-09-30. At its peak, it held 907.8K shares on 2024-12-31. Its highest holding value was $21.9M on 2025-09-30. At its lowest, it held 313.7K shares on 2024-09-30, with a value of $19.2M on 2025-03-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 50.1K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 88.3K.


UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for SCHB