CapWealth Advisors, LLC's ownership history for SCHD

CapWealth Advisors, LLC currently holds 210.7K shares with a market value of $6.5M. It started holding SCHD on 2024-09-30. At its peak, it held 248.5K shares on 2025-06-30. Its highest holding value was $6.9M on 2025-03-31. At its lowest, it held 79.2K shares on 2024-09-30, with a value of $6.5M on 2026-03-31. In the recent 180 days, CapWealth Advisors, LLC has decreased its shares by 35.5K. In the recent year, CapWealth Advisors, LLC has decreased its shares by 34.4K.