Occidental Asset Management, LLC's ownership history for SCHB

Occidental Asset Management, LLC currently holds 9.9K shares with a market value of $248.0K. It started holding SCHB on 2025-09-30. At its peak, it held 9.9K shares on 2025-12-31. Its highest holding value was $259.2K on 2025-12-31. At its lowest, it held 9.5K shares on 2025-09-30, with a value of $243.7K on 2025-09-30. In the recent 180 days, Occidental Asset Management, LLC has increased its shares by 400.