Ashford Advisors, LLC's ownership history for SCHB

Ashford Advisors, LLC currently holds 529.8K shares with a market value of $14.0M. It started holding SCHB on 2024-09-30. At its peak, it held 758.7K shares on 2024-12-31. Its highest holding value was $17.8M on 2025-06-30. At its lowest, it held 256.7K shares on 2024-09-30, with a value of $14.0M on 2026-03-31. In the recent 180 days, Ashford Advisors, LLC has decreased its shares by 67.2K. In the recent year, Ashford Advisors, LLC has decreased its shares by 215.8K.