Delap Wealth Advisory, LLC's ownership history for SCHD

Delap Wealth Advisory, LLC currently holds 23.0K shares with a market value of $704.4K. It started holding SCHD on 2024-12-31. At its peak, it held 23.3K shares on 2025-06-30. Its highest holding value was $704.4K on 2026-03-31. At its lowest, it held 22.5K shares on 2025-09-30, with a value of $617.5K on 2025-06-30. In the recent 180 days, Delap Wealth Advisory, LLC has increased its shares by 410. In the recent year, Delap Wealth Advisory, LLC has increased its shares by 241.