Litman Gregory Wealth Management LLC's ownership history for SCHD

Litman Gregory Wealth Management LLC currently holds 10.3K shares with a market value of $280.9K. It started holding SCHD on 2024-12-31. At its peak, it held 10.9K shares on 2025-06-30. Its highest holding value was $303.1K on 2025-03-31. At its lowest, it held 10.3K shares on 2025-09-30, with a value of $280.9K on 2025-09-30. In the recent 180 days, Litman Gregory Wealth Management LLC has decreased its shares by 551.