Pasadena Private Wealth, LLC's ownership history for SCHD

Pasadena Private Wealth, LLC currently holds 80.9K shares with a market value of $2.2M. It started holding SCHD on 2024-09-30. At its peak, it held 82.5K shares on 2025-06-30. Its highest holding value was $2.2M on 2025-03-31. At its lowest, it held 21.8K shares on 2024-09-30, with a value of $1.8M on 2024-12-31. In the recent 180 days, Pasadena Private Wealth, LLC has increased its shares by 945. In the recent year, Pasadena Private Wealth, LLC has increased its shares by 59.2K.