Cascade Financial Partners, LLC's ownership history for SCHD

Cascade Financial Partners, LLC currently holds 15.0K shares with a market value of $410.4K. It started holding SCHD on 2024-09-30. At its peak, it held 22.2K shares on 2024-12-31. Its highest holding value was $620.3K on 2024-09-30. At its lowest, it held 15.0K shares on 2025-06-30, with a value of $398.4K on 2025-06-30. In the recent 180 days, Cascade Financial Partners, LLC has decreased its shares by 6.0K. In the recent year, Cascade Financial Partners, LLC has decreased its shares by 6.9K.