CPA Asset Management Group, LLC's ownership history for SCHD


CPA Asset Management Group, LLC currently holds 29.5K shares with a market value of $905.3K. It started holding SCHD on 2025-09-30. At its peak, it held 34.7K shares on 2025-09-30. Its highest holding value was $948.3K on 2025-09-30. At its lowest, it held 29.5K shares on 2026-03-31, with a value of $824.4K on 2025-12-31. In the recent 180 days, CPA Asset Management Group, LLC has decreased its shares by 5.2K.


CPA Asset Management Group, LLC's ownership history for SCHD