Core Wealth Advisors, Inc.'s ownership history for SCHD

Core Wealth Advisors, Inc. currently holds 67.0K shares with a market value of $1.8M. It started holding SCHD on 2024-09-30. At its peak, it held 67.0K shares on 2025-09-30. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 16.3K shares on 2024-09-30, with a value of $1.4M on 2024-09-30. In the recent 180 days, Core Wealth Advisors, Inc. has increased its shares by 7.7K. In the recent year, Core Wealth Advisors, Inc. has increased its shares by 50.7K.