AllGen Financial Advisors, Inc.'s ownership history for SCHD

AllGen Financial Advisors, Inc. currently holds 57.8K shares with a market value of $1.6M. It started holding SCHD on 2024-09-30. At its peak, it held 483.9K shares on 2024-12-31. Its highest holding value was $13.7M on 2024-09-30. At its lowest, it held 57.8K shares on 2025-12-31, with a value of $1.6M on 2025-12-31. In the recent 180 days, AllGen Financial Advisors, Inc. has decreased its shares by 71.6K. In the recent year, AllGen Financial Advisors, Inc. has decreased its shares by 426.1K.