Straight Path Wealth Management's ownership history for SCHD

Straight Path Wealth Management currently holds 11.7K shares with a market value of $320.6K. It started holding SCHD on 2024-09-30. At its peak, it held 12.1K shares on 2024-12-31. Its highest holding value was $383.0K on 2024-09-30. At its lowest, it held 4.5K shares on 2024-09-30, with a value of $311.6K on 2025-06-30. In the recent 180 days, Straight Path Wealth Management has decreased its shares by 342. In the recent year, Straight Path Wealth Management has increased its shares by 7.2K.