Venturi Wealth Management, LLC's ownership history for SCHB

Venturi Wealth Management, LLC currently holds 12.2K shares with a market value of $319.0K. It started holding SCHB on 2024-09-30. At its peak, it held 12.4K shares on 2025-09-30. Its highest holding value was $320.0K on 2025-09-30. At its lowest, it held 1.6K shares on 2024-09-30, with a value of $108.3K on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has decreased its shares by 265. In the recent year, Venturi Wealth Management, LLC has increased its shares by 10.5K.