Fermata Advisors, LLC's ownership history for SCHD

Fermata Advisors, LLC currently holds 81.5K shares with a market value of $2.2M. It started holding SCHD on 2024-09-30. At its peak, it held 92.8K shares on 2025-03-31. Its highest holding value was $2.6M on 2025-03-31. At its lowest, it held 25.7K shares on 2024-09-30, with a value of $2.1M on 2025-06-30. In the recent 180 days, Fermata Advisors, LLC has increased its shares by 882. In the recent year, Fermata Advisors, LLC has decreased its shares by 6.4K.