Kellett Wealth Advisors, LLC's ownership history for SCHD

Kellett Wealth Advisors, LLC currently holds 209.6K shares with a market value of $5.7M. It started holding SCHD on 2024-09-30. At its peak, it held 209.6K shares on 2025-09-30. Its highest holding value was $5.7M on 2025-09-30. At its lowest, it held 62.0K shares on 2024-09-30, with a value of $4.8M on 2024-12-31. In the recent 180 days, Kellett Wealth Advisors, LLC has increased its shares by 27.4K. In the recent year, Kellett Wealth Advisors, LLC has increased its shares by 147.6K.