Clientfirst Wealth Management, LLC's ownership history for SCHD

Clientfirst Wealth Management, LLC currently holds 8.7K shares with a market value of $237.5K. It started holding SCHD on 2024-12-31. At its peak, it held 8.7K shares on 2024-12-31. Its highest holding value was $243.3K on 2025-03-31. At its lowest, it held 8.7K shares on 2024-12-31, with a value of $230.6K on 2025-06-30. In the recent 180 days, Clientfirst Wealth Management, LLC has increased its shares by 0.