SWAN Capital LLC's ownership history for SCHD

SWAN Capital LLC currently holds 978 shares with a market value of $30.0K. It started holding SCHD on 2024-09-30. At its peak, it held 978 shares on 2026-03-31. Its highest holding value was $30.0K on 2026-03-31. At its lowest, it held 36 shares on 2025-09-30, with a value of $983 on 2025-09-30. In the recent 180 days, SWAN Capital LLC has increased its shares by 364. In the recent year, SWAN Capital LLC has increased its shares by 777.