SpringVest Wealth Management LLC's ownership history for SCHD

SpringVest Wealth Management LLC currently holds 85.2K shares with a market value of $2.3M. It started holding SCHD on 2024-12-31. At its peak, it held 101.3K shares on 2025-03-31. Its highest holding value was $2.8M on 2025-03-31. At its lowest, it held 82.3K shares on 2025-06-30, with a value of $2.2M on 2025-06-30. In the recent 180 days, SpringVest Wealth Management LLC has decreased its shares by 16.1K.