SUMMIT WEALTH GROUP LLC / CO's ownership history for SCHD

SUMMIT WEALTH GROUP LLC / CO currently holds 695.7K shares with a market value of $19.1M. It started holding SCHD on 2025-06-30. At its peak, it held 835.0K shares on 2025-06-30. Its highest holding value was $22.1M on 2025-06-30. At its lowest, it held 695.7K shares on 2025-12-31, with a value of $19.1M on 2025-12-31.