WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's ownership history for SCHD

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV currently holds 83.8K shares with a market value of $2.6M. It started holding SCHD on 2024-09-30. At its peak, it held 114.5K shares on 2024-12-31. Its highest holding value was $3.2M on 2024-09-30. At its lowest, it held 38.2K shares on 2024-09-30, with a value of $2.3M on 2025-12-31. In the recent 180 days, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has decreased its shares by 19.6K. In the recent year, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has decreased its shares by 27.8K.