Castle Rock Wealth Management, LLC's ownership history for SCHD
Castle Rock Wealth Management, LLC currently holds 10.9K shares with a market value of $333.7K. It started holding SCHD on 2025-06-30. At its peak, it held 10.9K shares on 2026-03-31. Its highest holding value was $333.7K on 2026-03-31. At its lowest, it held 9.1K shares on 2025-06-30, with a value of $247.6K on 2025-06-30. In the recent 180 days, Castle Rock Wealth Management, LLC has increased its shares by 1.7K.
Castle Rock Wealth Management, LLC's ownership history for SCHD