Modern Wealth Management, LLC's ownership history for SCHD

Modern Wealth Management, LLC currently holds 294.3K shares with a market value of $8.0M. It started holding SCHD on 2024-09-30. At its peak, it held 358.5K shares on 2024-12-31. Its highest holding value was $9.9M on 2024-12-31. At its lowest, it held 25.2K shares on 2024-09-30, with a value of $2.1M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 101.1K. In the recent year, Modern Wealth Management, LLC has increased its shares by 269.1K.