Intergy Private Wealth, LLC's ownership history for SCHD

Intergy Private Wealth, LLC currently holds 1.0M shares with a market value of $27.9M. It started holding SCHD on 2024-09-30. At its peak, it held 1.0M shares on 2025-09-30. Its highest holding value was $27.9M on 2025-09-30. At its lowest, it held 309.2K shares on 2024-09-30, with a value of $26.1M on 2024-12-31. In the recent 180 days, Intergy Private Wealth, LLC has increased its shares by 48.6K. In the recent year, Intergy Private Wealth, LLC has increased its shares by 713.4K.