Waldron Private Wealth LLC's ownership history for SCHB

Waldron Private Wealth LLC currently holds 450.0K shares with a market value of $11.8M. It started holding SCHB on 2024-09-30. At its peak, it held 450.0K shares on 2024-12-31. Its highest holding value was $11.8M on 2025-12-31. At its lowest, it held 150.0K shares on 2024-09-30, with a value of $9.7M on 2025-03-31. In the recent 180 days, Waldron Private Wealth LLC has increased its shares by 0. In the recent year, Waldron Private Wealth LLC has increased its shares by 0.