Waterford Advisors, LLC's ownership history for SCHG

Waterford Advisors, LLC currently holds 147.6K shares with a market value of $4.4M. It started holding SCHG on 2024-12-31. At its peak, it held 147.6K shares on 2025-12-31. Its highest holding value was $4.4M on 2025-12-31. At its lowest, it held 10.0K shares on 2025-06-30, with a value of $315.0K on 2025-03-31. In the recent 180 days, Waterford Advisors, LLC has increased its shares by 137.7K. In the recent year, Waterford Advisors, LLC has increased its shares by 135.1K.