United Asset Strategies, Inc.'s ownership history for SCHB

United Asset Strategies, Inc. currently holds 16.7K shares with a market value of $420.1K. It started holding SCHB on 2024-09-30. At its peak, it held 18.0K shares on 2025-03-31. Its highest holding value was $439.6K on 2025-12-31. At its lowest, it held 6.0K shares on 2024-09-30, with a value of $387.8K on 2025-03-31. In the recent 180 days, United Asset Strategies, Inc. has increased its shares by 0. In the recent year, United Asset Strategies, Inc. has decreased its shares by 1.3K.