Klingman & Associates, LLC's ownership history for SCHD

Klingman & Associates, LLC currently holds 9.6K shares with a market value of $262.5K. It started holding SCHD on 2024-09-30. At its peak, it held 12.2K shares on 2025-03-31. Its highest holding value was $341.9K on 2025-03-31. At its lowest, it held 3.2K shares on 2024-09-30, with a value of $262.5K on 2025-09-30. In the recent 180 days, Klingman & Associates, LLC has decreased its shares by 2.6K.