Waterford Advisors, LLC's ownership history for SCHB

Waterford Advisors, LLC currently holds 22.9K shares with a market value of $589.9K. It started holding SCHB on 2024-12-31. At its peak, it held 139.0K shares on 2025-06-30. Its highest holding value was $589.9K on 2025-09-30. At its lowest, it held 22.9K shares on 2024-12-31, with a value of $494.0K on 2025-03-31. In the recent 180 days, Waterford Advisors, LLC has increased its shares by 0.