Ullmann Wealth Partners Group, LLC's ownership history for SCHD

Ullmann Wealth Partners Group, LLC currently holds 28.2K shares with a market value of $866.4K. It started holding SCHD on 2024-09-30. At its peak, it held 28.2K shares on 2026-03-31. Its highest holding value was $866.4K on 2026-03-31. At its lowest, it held 4.1K shares on 2024-09-30, with a value of $335.9K on 2024-12-31. In the recent 180 days, Ullmann Wealth Partners Group, LLC has increased its shares by 10.3K. In the recent year, Ullmann Wealth Partners Group, LLC has increased its shares by 15.9K.