Base Wealth Management LLC's ownership history for SCHD


Base Wealth Management LLC currently holds 7.8K shares with a market value of $211.7K. It started holding SCHD on 2025-03-31. At its peak, it held 256.2K shares on 2025-06-30. Its highest holding value was $7.0M on 2025-03-31. At its lowest, it held 7.8K shares on 2025-09-30, with a value of $211.7K on 2025-09-30. In the recent 180 days, Base Wealth Management LLC has decreased its shares by 240.8K.


Base Wealth Management LLC's ownership history for SCHD