Wealthspire Advisors, LLC's ownership history for SCHB


Wealthspire Advisors, LLC currently holds 500.6K shares with a market value of $13.1M. It started holding SCHB on 2024-09-30. At its peak, it held 1.0M shares on 2025-03-31. Its highest holding value was $25.8M on 2025-09-30. At its lowest, it held 170.2K shares on 2024-09-30, with a value of $11.3M on 2024-09-30. In the recent 180 days, Wealthspire Advisors, LLC has decreased its shares by 500.1K. In the recent year, Wealthspire Advisors, LLC has decreased its shares by 6.5K.


Wealthspire Advisors, LLC's ownership history for SCHB