Perissos Private Wealth Management, LLC's ownership history for SCHD

Perissos Private Wealth Management, LLC currently holds 26.2K shares with a market value of $804.0K. It started holding SCHD on 2024-09-30. At its peak, it held 26.2K shares on 2026-03-31. Its highest holding value was $804.0K on 2026-03-31. At its lowest, it held 8.0K shares on 2024-09-30, with a value of $678.3K on 2024-12-31. In the recent 180 days, Perissos Private Wealth Management, LLC has increased its shares by 681. In the recent year, Perissos Private Wealth Management, LLC has increased its shares by 868.