Avantra Family Wealth, Inc.'s ownership history for SCHD

Avantra Family Wealth, Inc. currently holds 19.8K shares with a market value of $607.0K. It started holding SCHD on 2024-12-31. At its peak, it held 24.1K shares on 2024-12-31. Its highest holding value was $659.5K on 2024-12-31. At its lowest, it held 19.8K shares on 2026-03-31, with a value of $578.7K on 2025-06-30. In the recent 180 days, Avantra Family Wealth, Inc. has decreased its shares by 2.4K. In the recent year, Avantra Family Wealth, Inc. has decreased its shares by 3.2K.