Values Added Financial LLC's ownership history for SCHB

Values Added Financial LLC currently holds 101.4K shares with a market value of $2.7M. It started holding SCHB on 2024-09-30. At its peak, it held 105.7K shares on 2024-12-31. Its highest holding value was $2.7M on 2025-12-31. At its lowest, it held 35.7K shares on 2024-09-30, with a value of $2.2M on 2025-03-31. In the recent 180 days, Values Added Financial LLC has decreased its shares by 611. In the recent year, Values Added Financial LLC has decreased its shares by 4.4K.