JFS WEALTH ADVISORS, LLC's ownership history for SCHD

JFS WEALTH ADVISORS, LLC currently holds 4.5K shares with a market value of $122.7K. It started holding SCHD on 2024-09-30. At its peak, it held 6.7K shares on 2025-03-31. Its highest holding value was $187.1K on 2025-03-31. At its lowest, it held 1.5K shares on 2024-09-30, with a value of $119.1K on 2025-06-30. In the recent 180 days, JFS WEALTH ADVISORS, LLC has decreased its shares by 2.2K.