SARD WEALTH MANAGEMENT GROUP, LLC's ownership history for SCHD

SARD WEALTH MANAGEMENT GROUP, LLC currently holds 456.7K shares with a market value of $12.5M. It started holding SCHD on 2024-09-30. At its peak, it held 456.7K shares on 2025-12-31. Its highest holding value was $12.5M on 2025-12-31. At its lowest, it held 139.2K shares on 2024-09-30, with a value of $11.3M on 2024-12-31. In the recent 180 days, SARD WEALTH MANAGEMENT GROUP, LLC has increased its shares by 26.4K. In the recent year, SARD WEALTH MANAGEMENT GROUP, LLC has increased its shares by 43.0K.