Generation Capital Management LLC's ownership history for SCHD

Generation Capital Management LLC currently holds 14.1K shares with a market value of $385.8K. It started holding SCHD on 2024-12-31. At its peak, it held 14.1K shares on 2025-03-31. Its highest holding value was $395.1K on 2025-03-31. At its lowest, it held 13.3K shares on 2024-12-31, with a value of $364.7K on 2024-12-31. In the recent 180 days, Generation Capital Management LLC has increased its shares by 0.