West Financial Advisors, LLC's ownership history for SCHB

West Financial Advisors, LLC currently holds 17.3K shares with a market value of $454.0K. It started holding SCHB on 2024-09-30. At its peak, it held 26.2K shares on 2024-12-31. Its highest holding value was $593.7K on 2024-12-31. At its lowest, it held 8.8K shares on 2024-09-30, with a value of $454.0K on 2025-12-31. In the recent 180 days, West Financial Advisors, LLC has decreased its shares by 1.9K. In the recent year, West Financial Advisors, LLC has decreased its shares by 8.8K.