Secure Asset Management, LLC's ownership history for SCHD

Secure Asset Management, LLC currently holds 39.9K shares with a market value of $1.1M. It started holding SCHD on 2024-09-30. At its peak, it held 99.2K shares on 2024-12-31. Its highest holding value was $2.7M on 2024-12-31. At its lowest, it held 25.2K shares on 2024-09-30, with a value of $1.1M on 2025-06-30. In the recent 180 days, Secure Asset Management, LLC has decreased its shares by 56.2K. In the recent year, Secure Asset Management, LLC has increased its shares by 14.7K.