Waterford Advisors, LLC's ownership history for SCHZ

Waterford Advisors, LLC currently holds 384.3K shares with a market value of $9.0M. It started holding SCHZ on 2025-03-31. At its peak, it held 384.3K shares on 2025-09-30. Its highest holding value was $9.0M on 2025-09-30. At its lowest, it held 13.4K shares on 2025-06-30, with a value of $8.0M on 2025-03-31. In the recent 180 days, Waterford Advisors, LLC has increased its shares by 39.0K.