Gradient Capital Advisors, LLC's ownership history for SCHD

Gradient Capital Advisors, LLC currently holds 144.6K shares with a market value of $3.9M. It started holding SCHD on 2024-09-30. At its peak, it held 144.6K shares on 2025-09-30. Its highest holding value was $3.9M on 2025-09-30. At its lowest, it held 43.3K shares on 2024-09-30, with a value of $3.6M on 2024-12-31. In the recent 180 days, Gradient Capital Advisors, LLC has increased its shares by 8.7K. In the recent year, Gradient Capital Advisors, LLC has increased its shares by 101.3K.