EverSource Wealth Advisors, LLC's ownership history for SCHD

EverSource Wealth Advisors, LLC currently holds 156.7K shares with a market value of $4.3M. It started holding SCHD on 2024-09-30. At its peak, it held 156.7K shares on 2025-09-30. Its highest holding value was $5.1M on 2024-09-30. At its lowest, it held 59.9K shares on 2024-09-30, with a value of $3.4M on 2025-03-31. In the recent 180 days, EverSource Wealth Advisors, LLC has increased its shares by 35.3K. In the recent year, EverSource Wealth Advisors, LLC has increased its shares by 96.8K.