Sound View Wealth Advisors Group, LLC's ownership history for SCHD

Sound View Wealth Advisors Group, LLC currently holds 549.4K shares with a market value of $15.1M. It started holding SCHD on 2024-09-30. At its peak, it held 632.6K shares on 2024-12-31. Its highest holding value was $17.3M on 2024-12-31. At its lowest, it held 199.5K shares on 2024-09-30, with a value of $14.0M on 2025-06-30. In the recent 180 days, Sound View Wealth Advisors Group, LLC has increased its shares by 21.3K. In the recent year, Sound View Wealth Advisors Group, LLC has decreased its shares by 83.2K.