Successful Portfolios LLC's ownership history for SCHD


Successful Portfolios LLC currently holds 15.8K shares with a market value of $430.7K. It started holding SCHD on 2024-09-30. At its peak, it held 15.8K shares on 2025-09-30. Its highest holding value was $430.7K on 2025-09-30. At its lowest, it held 5.0K shares on 2024-09-30, with a value of $380.8K on 2025-06-30. In the recent 180 days, Successful Portfolios LLC has increased its shares by 937. In the recent year, Successful Portfolios LLC has increased its shares by 10.7K.


Successful Portfolios LLC's ownership history for SCHD