Goldstone Financial Group, LLC's ownership history for SCHD

Goldstone Financial Group, LLC currently holds 231.6K shares with a market value of $6.3M. It started holding SCHD on 2023-03-31. At its peak, it held 231.6K shares on 2025-09-30. Its highest holding value was $6.3M on 2025-09-30. At its lowest, it held 21.3K shares on 2023-03-31, with a value of $1.6M on 2023-03-31. In the recent 180 days, Goldstone Financial Group, LLC has increased its shares by 35.6K. In the recent year, Goldstone Financial Group, LLC has increased its shares by 167.0K.