Waterford Advisors, LLC's ownership history for SCHV

Waterford Advisors, LLC currently holds 149.4K shares with a market value of $4.3M. It started holding SCHV on 2024-12-31. At its peak, it held 336.2K shares on 2025-06-30. Its highest holding value was $4.3M on 2025-09-30. At its lowest, it held 145.9K shares on 2025-03-31, with a value of $3.9M on 2024-12-31. In the recent 180 days, Waterford Advisors, LLC has increased its shares by 3.5K.