Synergy Investment Management, LLC's ownership history for SCHD

Synergy Investment Management, LLC currently holds 77.9K shares with a market value of $2.4M. It started holding SCHD on 2024-12-31. At its peak, it held 534.1K shares on 2025-06-30. Its highest holding value was $14.2M on 2025-06-30. At its lowest, it held 77.9K shares on 2026-03-31, with a value of $2.2M on 2025-12-31. In the recent 180 days, Synergy Investment Management, LLC has decreased its shares by 23.7K. In the recent year, Synergy Investment Management, LLC has decreased its shares by 338.2K.