Advisor OS, LLC's ownership history for SCHD

Advisor OS, LLC currently holds 21.0K shares with a market value of $574.1K. It started holding SCHD on 2024-09-30. At its peak, it held 21.0K shares on 2025-09-30. Its highest holding value was $574.1K on 2025-09-30. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $204.4K on 2024-09-30. In the recent 180 days, Advisor OS, LLC has increased its shares by 7.7K. In the recent year, Advisor OS, LLC has increased its shares by 18.6K.