Perigon Wealth Management, LLC's ownership history for SCHD

Perigon Wealth Management, LLC currently holds 169.8K shares with a market value of $4.7M. It started holding SCHD on 2024-09-30. At its peak, it held 190.1K shares on 2025-03-31. Its highest holding value was $5.3M on 2025-03-31. At its lowest, it held 59.8K shares on 2024-09-30, with a value of $4.7M on 2025-12-31. In the recent 180 days, Perigon Wealth Management, LLC has decreased its shares by 10.3K. In the recent year, Perigon Wealth Management, LLC has decreased its shares by 16.8K.