Capital Asset Advisory Services LLC's ownership history for SCHD

Capital Asset Advisory Services LLC currently holds 503.3K shares with a market value of $15.6M. It started holding SCHD on 2024-09-30. At its peak, it held 515.4K shares on 2025-09-30. Its highest holding value was $15.6M on 2026-03-31. At its lowest, it held 168.9K shares on 2024-09-30, with a value of $13.8M on 2025-06-30. In the recent 180 days, Capital Asset Advisory Services LLC has decreased its shares by 12.1K. In the recent year, Capital Asset Advisory Services LLC has decreased its shares by 6.1K.