Ballast, Inc.'s ownership history for SCHD

Ballast, Inc. currently holds 14.4K shares with a market value of $393.5K. It started holding SCHD on 2024-09-30. At its peak, it held 167.3K shares on 2025-06-30. Its highest holding value was $4.4M on 2025-06-30. At its lowest, it held 4.8K shares on 2024-09-30, with a value of $393.5K on 2025-09-30. In the recent 180 days, Ballast, Inc. has increased its shares by 0. In the recent year, Ballast, Inc. has increased its shares by 9.6K.