Soltis Investment Advisors LLC's ownership history for SCHD

Soltis Investment Advisors LLC currently holds 141.9K shares with a market value of $4.4M. It started holding SCHD on 2024-09-30. At its peak, it held 143.1K shares on 2025-12-31. Its highest holding value was $4.4M on 2026-03-31. At its lowest, it held 41.8K shares on 2024-09-30, with a value of $3.4M on 2024-12-31. In the recent 180 days, Soltis Investment Advisors LLC has increased its shares by 12.4K. In the recent year, Soltis Investment Advisors LLC has increased its shares by 11.5K.