PATRICK M SWEENEY & ASSOCIATES, INC's ownership history for SCHD

PATRICK M SWEENEY & ASSOCIATES, INC currently holds 23.4K shares with a market value of $716.5K. It started holding SCHD on 2024-09-30. At its peak, it held 23.4K shares on 2026-03-31. Its highest holding value was $716.5K on 2026-03-31. At its lowest, it held 4.9K shares on 2024-09-30, with a value of $412.1K on 2024-09-30. In the recent 180 days, PATRICK M SWEENEY & ASSOCIATES, INC has increased its shares by 2.7K. In the recent year, PATRICK M SWEENEY & ASSOCIATES, INC has increased its shares by 7.6K.