Joseph P. Lucia & Associates, LLC's ownership history for SCHB

Joseph P. Lucia & Associates, LLC currently holds 339.4K shares with a market value of $8.5M. It started holding SCHB on 2024-09-30. At its peak, it held 345.7K shares on 2025-03-31. Its highest holding value was $8.6M on 2025-12-31. At its lowest, it held 110.5K shares on 2024-09-30, with a value of $7.3M on 2024-09-30. In the recent 180 days, Joseph P. Lucia & Associates, LLC has increased its shares by 14.0K. In the recent year, Joseph P. Lucia & Associates, LLC has decreased its shares by 6.3K.