Bogart Wealth, LLC's ownership history for SCHD

Bogart Wealth, LLC currently holds 41.8K shares with a market value of $1.1M. It started holding SCHD on 2024-09-30. At its peak, it held 41.8K shares on 2025-09-30. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 4.0K shares on 2024-09-30, with a value of $340.2K on 2024-09-30. In the recent 180 days, Bogart Wealth, LLC has increased its shares by 20.1K. In the recent year, Bogart Wealth, LLC has increased its shares by 37.7K.