Capital Advantage, Inc.'s ownership history for SCHD

Capital Advantage, Inc. currently holds 876.1K shares with a market value of $24.0M. It started holding SCHD on 2024-09-30. At its peak, it held 876.1K shares on 2025-12-31. Its highest holding value was $24.0M on 2025-12-31. At its lowest, it held 274.2K shares on 2024-09-30, with a value of $22.9M on 2024-12-31. In the recent 180 days, Capital Advantage, Inc. has increased its shares by 10.2K. In the recent year, Capital Advantage, Inc. has increased its shares by 37.4K.