PTM WEALTH MANAGEMENT, LLC's ownership history for SCHD

PTM WEALTH MANAGEMENT, LLC currently holds 11.5K shares with a market value of $351.7K. It started holding SCHD on 2025-03-31. At its peak, it held 15.8K shares on 2025-12-31. Its highest holding value was $439.9K on 2025-12-31. At its lowest, it held 11.3K shares on 2025-03-31, with a value of $275.4K on 2025-03-31. In the recent 180 days, PTM WEALTH MANAGEMENT, LLC has decreased its shares by 192. In the recent year, PTM WEALTH MANAGEMENT, LLC has increased its shares by 154.