Kozak & Associates, Inc.'s ownership history for SCHD

Kozak & Associates, Inc. currently holds 156 shares with a market value of $4.2K. It started holding SCHD on 2024-09-30. At its peak, it held 1.1K shares on 2025-06-30. Its highest holding value was $31.0K on 2025-06-30. At its lowest, it held 156 shares on 2025-09-30, with a value of $4.2K on 2025-09-30. In the recent 180 days, Kozak & Associates, Inc. has decreased its shares by 41. In the recent year, Kozak & Associates, Inc. has decreased its shares by 524.