Carmel Capital Partners, LLC's ownership history for SCHD

Carmel Capital Partners, LLC currently holds 16.3K shares with a market value of $499.4K. It started holding SCHD on 2025-09-30. At its peak, it held 25.9K shares on 2025-12-31. Its highest holding value was $709.8K on 2025-12-31. At its lowest, it held 12.9K shares on 2025-09-30, with a value of $351.5K on 2025-09-30. In the recent 180 days, Carmel Capital Partners, LLC has increased its shares by 3.4K.