ProVise Management Group, LLC's ownership history for SCHB

ProVise Management Group, LLC currently holds 248.1K shares with a market value of $6.5M. It started holding SCHB on 2024-09-30. At its peak, it held 263.5K shares on 2024-12-31. Its highest holding value was $6.5M on 2025-12-31. At its lowest, it held 89.2K shares on 2024-09-30, with a value of $5.4M on 2025-03-31. In the recent 180 days, ProVise Management Group, LLC has increased its shares by 1.6K. In the recent year, ProVise Management Group, LLC has decreased its shares by 15.4K.