Waterford Advisors, LLC's ownership history for SCHB

Waterford Advisors, LLC currently holds 21.7K shares with a market value of $570.3K. It started holding SCHB on 2024-12-31. At its peak, it held 139.0K shares on 2025-06-30. Its highest holding value was $589.9K on 2025-09-30. At its lowest, it held 21.7K shares on 2025-12-31, with a value of $494.0K on 2025-03-31. In the recent 180 days, Waterford Advisors, LLC has decreased its shares by 117.3K. In the recent year, Waterford Advisors, LLC has decreased its shares by 1.2K.