Generation Capital Management LLC's ownership history for SCHD

Generation Capital Management LLC currently holds 13.4K shares with a market value of $411.4K. 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 $411.4K on 2026-03-31. 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 decreased its shares by 720. In the recent year, Generation Capital Management LLC has decreased its shares by 720.