Stone Summit Wealth LLC's ownership history for SCHD

Stone Summit Wealth LLC currently holds 12.6K shares with a market value of $342.9K. It started holding SCHD on 2024-09-30. At its peak, it held 12.6K shares on 2024-12-31. Its highest holding value was $353.9K on 2024-09-30. At its lowest, it held 4.2K shares on 2024-09-30, with a value of $332.9K on 2025-06-30. In the recent 180 days, Stone Summit Wealth LLC has increased its shares by 0. In the recent year, Stone Summit Wealth LLC has increased its shares by 8.4K.