ELEVATE WEALTH ADVISORY, INC's ownership history for SCHD


ELEVATE WEALTH ADVISORY, INC currently holds 64.1K shares with a market value of $1.7M. It started holding SCHD on 2024-09-30. At its peak, it held 64.1K shares on 2025-09-30. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 15.0K shares on 2024-09-30, with a value of $1.3M on 2024-09-30. In the recent 180 days, ELEVATE WEALTH ADVISORY, INC has increased its shares by 7.1K. In the recent year, ELEVATE WEALTH ADVISORY, INC has increased its shares by 49.1K.


ELEVATE WEALTH ADVISORY, INC's ownership history for SCHD