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

Perissos Private Wealth Management, LLC currently holds 25.5K shares with a market value of $696.8K. It started holding SCHD on 2024-09-30. At its peak, it held 25.9K shares on 2025-06-30. Its highest holding value was $708.4K on 2025-03-31. 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 187. In the recent year, Perissos Private Wealth Management, LLC has increased its shares by 17.5K.