Summit Wealth Partners, LLC's ownership history for SCHD

Summit Wealth Partners, LLC currently holds 43.6K shares with a market value of $1.2M. It started holding SCHD on 2024-09-30. At its peak, it held 50.2K shares on 2024-12-31. Its highest holding value was $1.5M on 2024-09-30. At its lowest, it held 17.5K shares on 2024-09-30, with a value of $1.1M on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 3.9K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 26.1K.