Level Wealth Management LLC's ownership history for SCHD

Level Wealth Management LLC currently holds 28.3K shares with a market value of $771.7K. It started holding SCHD on 2024-12-31. At its peak, it held 28.3K shares on 2025-09-30. Its highest holding value was $782.1K on 2025-03-31. At its lowest, it held 27.8K shares on 2024-12-31, with a value of $745.2K on 2025-06-30. In the recent 180 days, Level Wealth Management LLC has increased its shares by 296.