Perennial Advisors, LLC's ownership history for SCHB

Perennial Advisors, LLC currently holds 27.0K shares with a market value of $677.2K. It started holding SCHB on 2024-12-31. At its peak, it held 30.1K shares on 2024-12-31. Its highest holding value was $708.4K on 2025-12-31. At its lowest, it held 27.0K shares on 2026-03-31, with a value of $591.2K on 2025-03-31. In the recent 180 days, Perennial Advisors, LLC has decreased its shares by 263. In the recent year, Perennial Advisors, LLC has decreased its shares by 478.