Simplicity Wealth,LLC's ownership history for SCHD

Simplicity Wealth,LLC currently holds 94.5K shares with a market value of $2.6M. It started holding SCHD on 2024-09-30. At its peak, it held 147.2K shares on 2025-03-31. Its highest holding value was $4.1M on 2025-03-31. At its lowest, it held 31.3K shares on 2024-09-30, with a value of $911.9K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 52.7K. In the recent year, Simplicity Wealth,LLC has increased its shares by 63.2K.